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retail distribution review

Regulation

Close Asset Management to compensate client for unwanted ongoing advice

Client invested £25,000 through DFM service

clock 16 January 2020 • 2 min read

Multi-Asset

Abbie Knight: It's time to put PROD into practice

Client segmentation under new regime

clock 15 April 2019 • 6 min read

Regulation

RDR is failing to provide advice for all - Peter Mann

UK adults cannot meet advice costs

clock 08 May 2017 • 2 min read

uncategorised

Regular client dialogue key to savings health - Axa

Regular communication between IFAs and their clients is the secret to maintaining healthy retirement savings, research suggests.

clock 24 August 2009 •

Your profession

Aviva Future Advisers: Second Intern's Diary

The Future Adviser Programme is a 6-week summer internship giving a top-down look from the manufacturers view all the way down to the advisers face-to-face meetings with clients, and everything in-between.

clock 07 August 2009 •

Your profession

RDR: FSA expects firms to be well ahead of 2012 deadline

The FSA has set out an ambitious implementation plan for its new retail distribution strategy, with all firms expected to be fully compliant by the end of 2012 at the latest.

clock 25 November 2008 •

Your profession

Skandia quits ABI in RDR row

Skandia says the Association of British Insurers' stance on the Retail Distribution Review (RDR) has left it with little choice but to leave the trade body.

clock 03 November 2008 •

Technology

Focus develops 'guided sales' software

Software has already been launched to cater for the ‘guided sales' approach outlined in the Retail Distribution Review (RDR), with a pilot scheme currently in progress.

clock 03 October 2008 •

Your profession

MPs urged to give FSA time on RDR

MPs are being urged to give the FSA time to get the Retail Distribution Review (RDR) right, rather than completing it quickly.

clock 29 September 2008 •

Your profession

One in six advisers would quit under current RDR

Almost one in six financial advisers will leave the industry if the Retail Distribution Review's (RDR) proposals are accepted in their current form.

clock 01 September 2008 •
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