Sue Mallender, senior associate at Bovill, discusses how achievable retaining ‘independent' status will be for advisers seeking to be RDR-ready.
There are technical challenges associated with implementing the RDR rules, not least in the FSA’s definition of ‘Retail Investment Products’. How firms respond to the challenges of interpreting these rules...
Staying invested could prove lucrative
Consider lasting powers of attorney
Less environment, more governance threatens to undermine firms' green credentials
Evidence your compliance