"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.
Scottish Widows will help develop the Level 4 Institute of Financial Planning IFP) paraplanner qualification
"Current RDR proposals appear to support the old model of advice and penalise firms like mine."
The Institute of Financial Planning (IFP) has opened talks with a number of UK universities to encourage them to offer stand-alone financial planning degrees as the professional body eyes the next generation of advisers.
Advisers are more confident now than they were two years ago the RDR will enhance their professional status and reputation, despite continued ill-feeling toward other proposals in the review, research suggests.
Last month the Income Protection (IP) Task Force published White Paper II outlining the Task Force's thoughts on the current state of the IP market, Peter Carvill examines what consumers need and how the Task Force will respond to them in light of this....