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Independent Financial Advice

Regulation

FSA promises to educate public on RDR

The Financial Services Authority (FSA) said it intends to roll out a 'consumer communications plan' to help ensure the public is aware of the Retail Distribution Review (RDR) and its impact on the delivery of financial advice.

clock 05 November 2011 •

uncategorised

DWP email reveals anti-IFA stance

The Department for Work and Pensions (DWP) has revealed its opposition to advice as a solution to poor open market option (OMO) uptake.

clock 04 November 2011 •

Products

Trade body sets up exclusive pension for members

The Federation of Small Businesses (FSB) has set up a multi-employer pension scheme for its members in preparation for auto-enrolment.

clock 02 November 2011 •

uncategorised

Drawdown advice probe will be retrospective, says FSA

The Financial Services Authority's (FSA) investigation of drawdown advice will look back further than April, the regulator confirmed.

clock 02 November 2011 •

Your profession

FSA launches drawdown advice probe

The Financial Services Authority (FSA) is conducting a review of the quality of advice given on pension income drawdown.

clock 25 October 2011 •

RDR

JLT Wealth branches into tele-advice

JLT Wealth Management has unveiled a telephone-based advice service for its individual and corporate clients in preparation for the retail distribution review (RDR).

clock 19 October 2011 •

Your profession

RSM Tenon chief financial officer steps down

Russell McBurnie, chief financial officer at national accountancy and advisory firm RSM Tenon, has stepped down from the role and will be replaced by Adrian Gardner.

clock 18 October 2011 •

Investment General

Market confidence slump is opportunity for IFAs: Axa

Market turmoil has eroded investor confidence but this presents IFAs with a prime opportunity, according to Axa Wealth.

clock 29 September 2011 •

uncategorised

Pension administrators need 'safe harbour' to give information

Pension scheme administrators need a "safe harbour" in which they can talk to scheme members about their pensions without fearing they have given regulated advice, the Pensions Administration Standards Authority (PASA) says.

clock 26 September 2011 •

Tax Planning

Consumers 'waste £150m on CGT per year'

Capital gains tax (CGT) makes up a significant portion of the tax paid unnecessarily by consumers each year, research suggests.

clock 26 September 2011 •
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