Adviser charging: going it alone

ADVISER CHARGING

clock

Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals why providers should play no part in helping advisers establish new charging models.

With approximately half a year to go until Retail Distribution Reivew (RDR) theory becomes RDR reality, it is plain to see a noticeable push in terms of advisory firms’ activity to ensure the deadline is not missed. Strategies have been formulated and firms are now seeking the practical support they need in order to ensure their best laid plans are not waylaid over the course of the next six months. Firms are seeking this support from any number of sources including their trusted third-party service operators, national advisory groups like ourselves who ensure all our practices are up...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

One Four Nine Portfolio Management surpasses £800m in AUM

One Four Nine Portfolio Management surpasses £800m in AUM

As firm expands investment team

Sahar Nazir
clock 10 November 2025 • 2 min read
Autumn Budget 2025: Ministers warn Reeves against income tax rise – report

Autumn Budget 2025: Ministers warn Reeves against income tax rise – report

Concerns about consequences of breaking Labour’s manifesto commitment

Professional Adviser
clock 10 November 2025 • 1 min read
PA Asks: Should the FCA intervene to tackle pension delays?

PA Asks: Should the FCA intervene to tackle pension delays?

Plus, did the FCA's consolidation review go far enough?

Professional Adviser
clock 07 November 2025 • 1 min read