Firms offering non-advisory roles to IFAs who fail to meet RDR requirements are being warned by the FSA to make sure they do not stray into delivering advice.
A number of firms are considering offering paid introducer roles to unqualified advisers or retirees after 2012 as they pass their clients on to a new, qualified practitioner. These ‘lay advocates’...
‘Important to have an anchor’
Lack of innovation for solutions
Some 2,000 consumers affected
Achievements, charity work and other happy snippets