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RDR

Technology

How will we be using portals in the future?

This week Mark Loosmore of AT8 Group speaks to a range of industry experts about the role quotation portals may play in a post-RDR world

clock 29 September 2011 •

Your profession

Blog: How to add value for clients post-RDR

In the second of two articles ahead of his upcoming talk at the Institute of Financial Planning (IFP) conference, Dan Sullivan discusses what the RDR means for the future of financial advisers

clock 29 September 2011 •

Protection

Around the world: New Zealand's KiwiSaver

With the National Employment Savings Trust (NEST) coming, the NZ government illustrates a low-cost approach to distributing protection products. Greg Becker explains

clock 28 September 2011 •

Regulation

Zurich: Market size and fees will hold back simplified advice

Questions around the actual size of any target market and the problem of charging fees could hamper the success of simplified advice, according to Zurich UK Life's Matthew Connell.

clock 28 September 2011 •

Investing in the profession

Minimum £2,100 for new Level 5 alt assessment

A new alternative assessment route for QCF Level 5 qualifications has been opened up to advisers following a pilot phase.

clock 27 September 2011 •

Investing in the profession

What would you do if a colleague got unfair help with exams?

You suspect a colleague has received help in an exam from a senior member of staff who happens to plays a key role with the professional body. What do you do?

clock 27 September 2011 •

RDR

Fitch warns life cos: Don't rely on IFAs

Ratings agency Fitch has warned that life companies which rely on independent financial advisers (IFA) to distribute their products could be negatively affected by the retail distribution review (RDR), and predicted a bright future for bancassurance....

clock 26 September 2011 •

RDR

Accredited bodies given go-ahead to issue adviser SPSs

The Financial Services Authority (FSA) has formally accredited six professional bodies, meaning they can begin issuing Statements of Professional Standing (SPS), a mandatory form of practicing certificate for advisers.

clock 26 September 2011 •

Insurer

Life insurance income continues fall - ABI

Almost 30 million protection policies were in force last year with consumers receiving over £32m per day in benefits, according to the ABI.

clock 23 September 2011 • 2 min read

ETFs

More transparency rules likely for ETFs

Despite hype around ETFs following losses at UBS the value proposition they offer has not changed, said an ETF provider at the Journal of Indexes Europe meeting yesterday.

clock 23 September 2011 •
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