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RDR

Technology

How will we be using portals in the future?

This week Mark Loosmore of AT8 Group speaks to a range of industry experts about the role quotation portals may play in a post-RDR world

clock 29 September 2011 •

Regulation

Zurich: Market size and fees will hold back simplified advice

Questions around the actual size of any target market and the problem of charging fees could hamper the success of simplified advice, according to Zurich UK Life's Matthew Connell.

clock 28 September 2011 •

Networks/Clubs

Openwork blames losses on Caerus and RDR

Openwork recorded a pre-tax loss of £8.5m in 2010, on top of a £5.6m loss during the previous year.

clock 28 September 2011 •

Investing in the profession

Minimum £2,100 for new Level 5 alt assessment

A new alternative assessment route for QCF Level 5 qualifications has been opened up to advisers following a pilot phase.

clock 27 September 2011 •

Investing in the profession

What would you do if a colleague got unfair help with exams?

You suspect a colleague has received help in an exam from a senior member of staff who happens to plays a key role with the professional body. What do you do?

clock 27 September 2011 •

RDR

Fitch warns life cos: Don't rely on IFAs

Ratings agency Fitch has warned that life companies which rely on independent financial advisers (IFA) to distribute their products could be negatively affected by the retail distribution review (RDR), and predicted a bright future for bancassurance....

clock 26 September 2011 •

RDR

Accredited bodies given go-ahead to issue adviser SPSs

The Financial Services Authority (FSA) has formally accredited six professional bodies, meaning they can begin issuing Statements of Professional Standing (SPS), a mandatory form of practicing certificate for advisers.

clock 26 September 2011 •

Software

Friends Life targets orphan clients with D2C service

Provider Friends Life has launched an online and over-the-phone financial advice service for existing customers who no longer have - or never had - a financial adviser.

clock 22 September 2011 •

Charging

Simplified advice: Pru accuses FSA of u-turn on automated tools

The FSA's consultation on simplified advice contradicts warnings it has previously made on risk profiling tools and the regulator needs to clarify its position, Prudential distribution strategy director Russell Warwick said.

clock 22 September 2011 •

RDR

Blog: Why there isn't an RDR middle ground

Dan Sullivan, founder of Strategic Coach, assesses the impact of RDR on advisers.

clock 22 September 2011 •
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