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distribution

Your profession

This week's news… condensed

CONDENSED

clock 29 June 2012 •

Regulation

FSA 'concerned' by distribution deals

The Financial Services Authority (FSA) has expressed concerns about the use of distribution deals to circumvent rules banning the payment of commission.

clock 29 June 2012 •

uncategorised

Advisers say Widows' annuity return good for consumers

IFAs have welcomed Scottish Widows' plan to re-enter the IFA annuity market as a move they said will boost competition in the sector.

clock 07 February 2012 •

Investment

To risk rate or not to risk rate?

Adrian Gaspar, senior consultant at Defaqto, on how to run due diligence across risk rated and multi-manager funds

clock 02 February 2012 • 5 min read

Your profession

Pointon York pens ten distribution deals after £200k loss

Pointon York has signed distribution deals with platforms, networks and intermediaries after reporting a loss for 2011.

clock 24 January 2012 •

Tax Planning

FSA overrules CGT defence for recommending DIFs

An oft-cited reason for selecting a distributor influenced fund (DIF) over an independent vehicle - that it can mitigate clients' capital gains tax (CGT) liabilities - is not a strong enough standalone reason for recommending it, the FSA has said.

clock 05 December 2011 •

RDR

What will your business look like post-RDR?

- What client segment or segments will you serve? HNWIs, mass affluent or the mass market?

clock 19 October 2011 •

uncategorised

Retirement Partnership founder Steve Lewis joins LV=

Steve Lewis, founder of Retirement Partnership, has been hired by LV= as head of distribution for retirement products.

clock 21 September 2011 •

Adviser / Broking

Protection markets can expect 'exponential' growth through aggregators - research

While protection is a healthy business, advisers can expect an "exponential" growth in competion from internet aggregator sites an industry consultant has said.

clock 29 June 2011 •

Protection

Around the world: Simple products in India

In the first of a series examining worldwide developments in products, distribution and initiatives, Greg Becker begins by looking at India

clock 13 April 2011 •
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