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RDR

Your profession

Low-net-worth your while?

Joanna Faith examines the ways in which IFAs are developing their business strategies to embrace ‘lower-value' customers.

clock 13 January 2011 •

TMT

Technology viewpoint: New Year's Resolutions

Nick Eatock, chief executive officer of IntelliFlo, looks at how advisers can manage their workload more effectively in 2011

clock 13 January 2011 •

Your profession

Educational seminars for IFAs on UCIS

Threesixty and three leading providers of Unregulated Collective Investment Schemes (UCIS) are set to host a series of educational seminars for advisers later this month.

clock 13 January 2011 •

Investment Trusts

How the RDR will affect closed-ended funds

INVESTMENT TRUSTS

clock 12 January 2011 •

Your profession

IFP invites non-members to gap fill meeting

Advisers looking to find out more about their RDR gap fill options have been invited to a free Institute of Financial Planning (IFP) meeting.

clock 12 January 2011 •

RDR

Market views: Will consumers fear fees for protection post-RDR?

Are you afraid that when the RDR arrives the public will perceive advisers as charging fees for all products and so not consider coming to you for protection advice?

clock 11 January 2011 •

Protection

Keeping up with Down Under

After four years with Swiss Re's Australia and New Zealand business, Russell Higginbotham believes the UK could import some ideas from the Australian life and health market

clock 11 January 2011 •

Your profession

N&P in talks to sell IFA arm

Merger-target Norwich & Peterborough (N&P) building society is carrying out a review of its IFA network with a view to selling off its 21 advisers.

clock 11 January 2011 •

RDR

Blog: FSA's Holloway move proves RDR failure

The regulator's about-turn to allow commission payments on Holloway-style income protection plans after 2012 proves the RDR neglected lower-premium paying consumers from the start.

clock 11 January 2011 •

Your profession

IFAonline Training Portal

Target Audience: Following the Retail Distribution Review, all IFAs will be committed to taking 25 hours CPD each year. IFAonline are developing a portal to provide professional and up to date training through e-learning for this market.

clock 10 January 2011 •
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