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RDR

Investment

Schroders cuts initial charge across range by 200bp

Schroders has cut the initial charge on a range of unit trusts from 5.25% to 3.25% ahead of the Retail Distribution Review.

clock 01 March 2012 •

Pensions

MPs: FSA must protect poorest pensioners from RDR

A group of senior politicians and pension providers have called on the Financial Services Authority (FSA) to review the impact the retail distribution review (RDR) will have on pension provision.

clock 01 March 2012 •

TCF

Why I'm going it alone

After four years with Positive Solutions and a career spent with national IFAs, Tony Treble is going it alone. He tells Professional Adviser why…

clock 01 March 2012 • 2 min read

RDR

IFAs unable to evidence VAT exemption will be charged

Advisers unable to evidence that a VAT exempt transaction has taken place will be charged at the standard rate, final HMRC guidance states.

clock 29 February 2012 •

Regulation

Blog: Quality vs quantity

Greg Becker fears the RDR may worsen consumer detriment as fewer people seek advice.

clock 28 February 2012 •

Individual Protection

'Bullish' PruProtect plans more new products

PruProtect has said it is "bullish" about the future for the protection market and that it is aiming to be a major player in the UK market.

clock 28 February 2012 •

RDR

Ten need-to-knows about the trail commission rules

The FSA has finalised its guidance on when firms can (and can not) receive commission post-Retail Distribution Review (RDR).

clock 27 February 2012 •

RDR

IMA warns of market 'distortions' from trail rules

The Investment Management Association (IMA) said it is "very disappointed" with elements of the FSA's guidance on the treatment of trail commission post-RDR.

clock 27 February 2012 •

Wrap/platforms

FSA to allow trail commission on fund switches within life policies

The Financial Services Authority (FSA) will allow advisers to continue to take trail commission after 2012 on fund switches within life policies set up pre-RDR.

clock 27 February 2012 •

RDR

FSA updates guidance on DIF use

The FSA has issued updated guidance on firms' use of distributor-influenced funds (DIFs).

clock 27 February 2012 •
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