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retail distribution review

Your profession

RDR interim report: Call for higher minimum qualifications

The minimum academic qualification for advice should be QCA level 4, according to the FSA's interim report on the Retail Distribution Review (RDR).

clock 29 April 2008 •

Your profession

Advisers have change of heart on professionalism

Advisers are taking an increasingly positive attitude towards professionalism, compared to a more sceptical view seen when the Retail Distribution Review (RDR) consultation was first announced.

clock 28 April 2008 •

Mortgages

Mortgage brokers 'should consider effects of RDR'

Brokers are being urged to consider the implications of the Retail Distribution Review (RDR) on the mortgage market.

clock 07 March 2008 •

Mortgages

Two thirds of brokers demand mortgage RDR

Two in three mortgage brokers believe a ‘mortgage RDR' would be a positive development for the market, according to research from the Mortgage Business Expo.

clock 20 February 2008 •

Your profession

Advisers welcome FSA u-turn on 'independent' definition

Financial advisers have largely welcomed the FSA's apparent u-turn on linking the term ‘independent' to an adviser's remuneration methods, research by Unbiased.co.uk suggests.

clock 19 February 2008 •

Your profession

New IFA qualification to focus on client communication

The ifs School of Finance has begun piloting a new advanced qualification for financial advisers, which aims to improve client communications.

clock 08 February 2008 •

Your profession

We'll back TCF if it leads to 'lighter touch' regulation - advisers

More than 80% of advisers would support FSA initiatives, such as TCF, if they lead to a lighter touch regulatory regime, according to Sesame.

clock 07 February 2008 •

Your profession

BBA calls for new distribution category in RDR

The British Bankers' Association (BBA) has called on the FSA to introduce a new ‘assisted purchase' distribution category as part of its response to the Retail Distribution Review (RDR).

clock 07 January 2008 •

Mortgages

RDR cannot be transferred to mortgage market - AMI

The Association of Mortgage Intermediaries (AMI) today warns a "read-across" of the RDR to the mortgage market without proper consultation could be dangerous for the industry.

clock 04 January 2008 •

Technology

New commission software 'essential' for IFAs after RDR

Financial advisers and brokers will need to introduce more sophisticated systems for managing commission payments in order to comply fully with the outcomes of the Retail Distribution Review (RDR), according to Callidus Software.

clock 03 January 2008 •
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