As the end of the second year of the RDR experiment draws to a close, Simon Willoughby grades the progress so far...
Given the pace of change in the past two years the mad scramble for both advisers and product providers to get ready for the Retail Distribution Review (RDR) now seems something of a distant memory...
PIMFA Virtual Fest
Upcoming regulatory work
Jump in phishing and 'smishing' tactics reported
£624,311 of assets frozen
Learnings from Covid-19
Working on portfolio of unquoted healthcare investments
Managed by Benchmark Capital CIO Alex Funk
‘If you do not wish to offer protection advice, refer it’
‘Not just a sponsor’