RDR

THE 39 STEPS

The Financial Services Authority (FSA) has moved to calm some firms by making clear it will not be analysing adviser charging data to see if it represents "value for money" to customers.

The Financial Services Authority (FSA) has criticised firms for failing to send in details of advisers' qualifications.

Chartered Insurance Institute (CII) research into consumers' views of the Retail Distribution Review (RDR) suggests a large untapped market of individuals who could be brought into financial advice for the first time as a result of the regulatory changes....

The Financial Services Authority (FSA) has clarified that advisers who only advise on passive investments do not meet the requirements needed to call themselves independent.

Fidelity FundsNetwork and Skandia have completed the first electronic in-specie transfer of assets between two rival platforms - a key requirement of Retail Distribution Review (RDR).

A larger-than-usual increase in pension sales in the final three months of last year suggests a "push for commission" among financial advisers, according to research consultancy Fundscape.

FEES

CUT DOWN

Santander is closing its advice service to new business in light of changes brought on by the Retail Distribution Review (RDR).