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RDR

Regulation

FSA defends stance as bodies mandate membership

The FSA has defended its decision to give accredited bodies permission to mandate membership before issuing advisers with a practicing certificate.

clock 09 June 2011 •

Investing in the profession

Your guide to becoming directly authorised

Chris Kilner of SimplyBiz talks to Maria Merricks about how advisers can go from being an appointed representative to directly authorised.

clock 09 June 2011 •

uncategorised

RP re-cap: The week's key stories

Yet more gloomy news for the nation's savers...

clock 08 June 2011 •

Regulation

The professional bodies that only issue SPSs to members

Five of the six professional bodies provisionally awarded by the FSA with accredited status this week will mandate membership before issuing advisers with practicing certificates. Want to know who they are?

clock 07 June 2011 •

Wrap/platforms

Skandia looks to crack rebate puzzle

Skandia has teamed up with technology provider Milestone Group to launch a rebates solution module designed to deliver improved accuracy and efficiency in the administration and delivery of rebates.

clock 07 June 2011 •

Regulation

Blog: Does the RDR even matter?

Maybe the Retail Distribution Review (RDR) does not really matter at all.

clock 07 June 2011 •

uncategorised

IFAs rate ending age-75 as top pension reform

Advisers say the abolition of the requirement to annuitise by age 75 is the best pension reform passed this year.

clock 07 June 2011 •

ETFs

Henderson Rowe launches ETF portfolios on Transact

Investment manager Henderson Rowe has unveiled a range of risk-scaled ETF portfolios on independent wrap platform Transact.

clock 07 June 2011 •

Regulation

What, why and when? A quick look at accredited bodies

As part of a new, regular feature cutting to the core of some of the industry's key developments, IFAonline takes a quick look at accredited bodies...

clock 06 June 2011 •

Investment

FSA amends ongoing adviser charge cancellation rules

Firms must ensure retail clients can cancel an ongoing service provided by their adviser without also having to withdraw their investments, the FSA says.

clock 06 June 2011 •
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