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RDR

RDR

Small print: Why the 
FSA's legacy assets paper 
needs urgent attention

In response to an FSA consultation paper on the post-RDR treatment of legacy assets, Cofunds’ managing director of operational services, Stephen Mohan, fears the regulator’s failure to issue new rules may harm consumers.

clock 02 February 2012 •

Investment Trusts

Why to trust in investment trusts

Alastair Smith of Frostrow Capital explains why investment trusts should start to feature more heavily in your clients’ portfolios.

clock 02 February 2012 • 5 min read

Investment

More advice to be VAT exempt under latest HMRC rules

Guidance issued today by HMRC appears to extend the scope under which advice services will be exempt from VAT post-retail distribution review (RDR).

clock 01 February 2012 •

RDR

Educating Rita (and David and Robin)

Three advisers explain what they are (or are not) doing to educate clients about certain changes due at the end of the year.

clock 01 February 2012 • 2 min read

Regulation

FSA says RDR commission ban compatible with MiFID II

The Financial Services Authority (FSA) has confirmed it will press ahead with the ban on commission, despite suggestions European Commission proposals could hamper, or even put an end to, its plans.

clock 31 January 2012 •

Group Protection

Online business set to grow - Canada Life

Canada Life has revealed that almost half of its small scheme new business is being done online.

clock 31 January 2012 •

RDR

Ex-Cofunds chief launches private equity venture

Brett Williams, the former head of platforms Cofunds and Skandia, has launched a private equity firm with targets including financial services groups.

clock 30 January 2012 •

Wrap/platforms

Advisers 'too busy' to choose a platform - research

Nearly half of advisers have still not signed up to a platform - because they are "too busy" running their businesses and preparing for RDR, research suggests.

clock 26 January 2012 •

Managed solutions

Aviva Investors expands Onuekwusi's multi-asset range

Aviva Investors is set to launch two multi-asset funds for Justin Onuekwusi.

clock 26 January 2012 •

Wrap/platforms

Should re-registration come under adviser charging rules?

Platform-to-platform re-reg is among the few scenarios in which commission will remain. But should it?

clock 26 January 2012 •
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