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RDR

RDR

RDR Blog: Beware the Really Determined Regulator

The FSA has a lot to prove over the coming months and advisers could bear the brunt says Alex Ellerton, associate director at BDO

clock 15 September 2011 •

Investing in the profession

Five steps to CII RO exam success

Perspective Financial Group's Julie Hepworth offers a series of tips to help advisers hop, skip and jump their way through the CII's RO exams.

clock 15 September 2011 •

RDR

David Ingram: Tell us what RDR help you need

Aim Two Three, the support service for product providers set up by former threesixty director David Ingram, has launched a survey to find out what help advisers and principals need ahead of the retail distribution review (RDR).

clock 12 September 2011 •

RDR

Your post-RDR options if you don't meet the deadline

New Model Business Academy's Lee Travis looks at the options for advisers who will not be RDR ready on 1 January 2013.

clock 08 September 2011 •

Investing in the profession

Should you change your investment approach post-RDR?

The advent of RDR is changing the way advisers view their investment offering, says Phil Lindsay, development director (UK) at OBSR.

clock 08 September 2011 •

Wrap/platforms

What to expect from your platform post-RDR

In the wake of RDR, platforms have an opportunity to consolidate their position by providing advisers with all the tools to succeed, says David White, head of Fidelity FundsNetwork.

clock 08 September 2011 •

RDR

NMBA alternative assessment added as RDR-ready qualification

An alternative assessment route being offered by New Model Business Academy has been added to the list of qualifications meeting retail distribution review (RDR) requirements by the Financial Services Authority (FSA).

clock 07 September 2011 •

RDR

FSA: New pension transfer exam standards can be met with CPD

Practicing financial advisers will not have to sit further examinations if the FSA increases the qualification standards for pension transfers.

clock 07 September 2011 •

RDR

Independent or restricted? Read these guidelines to help you decide

The Personal Finance Society yesterday issued its interpretation of the rules regarding the status of advice post-retail distribution review(RDR).

clock 07 September 2011 •

RDR

Why independent v restricted makes no sense

A financial services marketing expert has suggested consumers care very little about the status of their adviser and criticised the FSA's choice of terminology on the issue.

clock 06 September 2011 •
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