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RDR

RDR

Lakey to challenge Myners over long-stop

Alan Lakey is lobbying his MP in an effort to take Lord Myners "to task" for misleading parliament about reasons for the lack of a long-stop for advisers.

clock 21 September 2010 •

uncategorised

Aegon boss to urge RDR rethink at Lib Dems conference

Otto Thoresen, Aegon UK chief executive, will today warn the RDR will price many consumers out of the market in a speech at the Liberal Democrat party conference.

clock 20 September 2010 •

Your profession

PFS Conference: CII to issue 'plain English' RDR guidance

The Chartered Insurance Institute (CII) and the Personal Finance Society (PFS) will publish a 'plain English' version of the FSA's RDR guidance next year, because it says many advisers are still 'very unsure' about how to comply with the new rules.

clock 20 September 2010 •

Regulation

Sesame to roll out compliance IT platform

Sesame members will be provided with a new compliance IT platform to help them manage their regulatory risks.

clock 17 September 2010 •

RDR

RDR Level 4 exam launched by 'new boys' Calibrand

Exam writers Calibrand have entered the market with an 'RDR-ready' QCF Level 4 offering for financial advisers.

clock 17 September 2010 •

Your profession

Are you embarrassed to call yourself an IFA?

Telling people you are a journalist can provoke a pretty strong reaction, but we in the media are used to being viewed with some suspicion.

clock 16 September 2010 •

Your profession

How to host the perfect client seminar?

Holding client seminars

clock 16 September 2010 •

Your profession

How to prove to a client they need advice

People who need financial advice don't often seek it but, as IFA Angela Wise of WH Ireland explains, there are ways to get the message across.

clock 16 September 2010 •

Your profession

Comment: 'Restricted' views fuelling advice confusion

Some view the FSA's 'restricted' label as the new name for tied or multi-tied advice. They're wrong, says Tenet distribution and development director Keith Richards.

clock 15 September 2010 •

RDR

AIFA opens new level 4 diploma to advisers

The first advisers have begun signing up to AIFA's new Diploma in Investment Planning.

clock 13 September 2010 •
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