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qualifications

RDR

FSA: 30-month rule applies to RDR requirements

The Financial Services Authority (FSA) has confirmed that the 30-month rule applies to most Retail Distribution Review (RDR) activities.

clock 01 May 2012 •

Regulation

FSA to add three more quals to TC sourcebook

The FSA is looking to add three more qualifications to its training and competence (TC) sourcebook.

clock 25 April 2012 •

RDR

FSA confirms trainees will not affect firms' independence

The Financial Services Authority (FSA) has confirmed the presence of trainees within an advice firm will not prevent it from holding itself out as independent.

clock 08 March 2012 •

RDR

The road to RDR

How will the Retail Distribution Review affect the retirement advisory market? Fiona Murphy takes you through this month's Inquiry

clock 21 February 2012 •

RDR

FSA publishes RDR guide

The Financial Services Authority (FSA) has published a guide to preparing for the retail distribution review (RDR), ten months before the reforms coming into place.

clock 14 February 2012 •

Your profession

What a Statement of Professional Standing looks like

Financial planner Joel Adams shares his newly-issued SPS so others can see what they look like (if they're interested)

clock 03 February 2012 •

Investing in the profession

PMI sees high demand for auto-enrolment diploma

The Pensions Management Institute (PMI) has seen take-up of its Diploma in Employee Benefits and Retirement Savings (DERBS) grow to more than 200 people since its launch in September.

clock 27 January 2012 •

RDR

Adviser ends passporting interest over agency fears

An outspoken critic of the new qualification requirements for advisers has revealed he considered 'passporting' his business into the UK from Dublin in a bid to bypass the rules.

clock 05 January 2012 •

Investing in the profession

Professionalism: A Q&A with the CII

Professional Adviser asked the Chartered Insurance Institute for its views on the financial advice market as we head into 2012. This week: Professionalism.

clock 15 December 2011 •

Your profession

Lloyds sends top bankers to comedy school

Ten top members of staff at Lloyds Banking Group have been sent to London's Comedy School to improve their leadership skills.

clock 09 December 2011 •
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