CPD

Advisers will need to complete a minimum of 35 hours of relevant CPD each year, according to the FSA's latest Retail Distribution Review paper.

Richard Howells, intermediary sales director at Zurich UK Life, looks at how adviser firms can use RDR qualifications as a business asset rather than a chore.

IFAs should wear "neutral" colours in client meetings to reflect their independent status, the FSA proposes.

The IFP CEO on bespoke learning models for adviser training

An Institute of Financial Planning (IFP) event worth a total of eight CPD points is taking place in Manchester city centre on 11 March.

The RDR, in its current guise, will likely lead to both a drop in adviser numbers and product purchases, according to recently-formed lobby group Adviser Alliance. So it has put together its own, alternative, RDR...

"The role of paraplanner is evolving," Simon Poole of Direction Financial Planning says. "Clients call me now..."

Once we have cleared away the snow and dusted down the latest consultation paper (CP 09/31) from the FSA on the Retail Distribution Review, the three year countdown will start in earnest.