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RDR

Your profession

The regulatory change that can boost your business

Rob Fisher, head of marketing, DC & workplace savings business, at Fidelity Worldwide Investment, outlines the two opportunities auto-enrolment offers advisers.

clock 08 December 2011 •

Investment

Top tips for picking a fund manager

Quantitative or qualitative research, or a combination of the two? Maria Merricks discovers the best way to decide who controls the destiny of your clients' money.

clock 08 December 2011 •

RDR

How social science can help you make a success of RDR

With RDR implementation now little more than a year away, Chris Davies, author of Winning Client Trust, explains how social science can help advisers profit from the changes.

clock 08 December 2011 •

RDR

Quarter of low billing advisers 'to exit industry'

Advisers and intermediaries on lower incomes are significantly more likely to exit the industry post-RDR than their peers, according to research commissioned by the FSA.

clock 07 December 2011 •

Investment

FSA to review sales of UCIS in 2012

The Financial Services Authority (FSA) is to conduct a review into the sale of unregulated collective investment schemes (UCIS) early next year.

clock 06 December 2011 •

Tax Planning

FSA overrules CGT defence for recommending DIFs

An oft-cited reason for selecting a distributor influenced fund (DIF) over an independent vehicle - that it can mitigate clients' capital gains tax (CGT) liabilities - is not a strong enough standalone reason for recommending it, the FSA has said.

clock 05 December 2011 •

Protection

Planet Insurance - Post PPI products

By way of a Christmas present, the FSA and the OFT are consulting on guidance about new post PPI products, such as short-term IP (STIP).

clock 05 December 2011 •

Investment

High cost investing: Is this a tipping point?

Nick Blake, head of retail sales at Vanguard Asset Management, on whether we have reached a tipping point on fund costs.

clock 01 December 2011 •

RDR

Imagine... a world without RDR

On a recent road trip, Shaun Sandiford, business development director at Axa Wealth, asked advisers how they would change their business if RDR didn't exist.

clock 01 December 2011 •

ISAs

JISAs: Your clients' investment options

Peter Walls, manager of the Unicorn Mastertrust fund, offers his advice on which asset classes are best suited for newly-launched Junior ISAs.

clock 01 December 2011 •
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