Rory Percival
Model Office launches compliance diary system
Draws on expert advice
'Retirement income advice is the biggest problem in the adviser market' - Rory Percival
As important as DB transfers
The £4bn cloud hanging over Ascentric's potential platform sale
White label platform deal
PA360 North: Advisers 'still' confusing capacity for loss and risk says Percival
Speaking at PA360 North
Rory Percival: PROD rules were 'overdue'
CISI Financial Planning conference
More than half of advisers have no centralised retirement proposition - Pru
1,500 advisers surveyed
Abbie Knight: It's time to put PROD into practice
Client segmentation under new regime
Rory Percival and Nucleus launch suitability guide for advisers
Masterclasses to take place in May
'Be reasoned and reasonable with cashflow planning' - Rory Percival
Common-sense approach
PA360 North: PROD non-compliance makes firms 'easy FCA target'
'Fewer than 1% of firms PROD-compliant' - Rory Percival
'PROD': Can rules help bring down platform switching costs?
'Standardised approach simplifies and saves costs'
Rory Percival publishes DB transfer guide for advisers
Covers guidance, suitability, risk controls
'PROD': Why the FCA's sharpened teeth can't be ignored in platform selection
'Failure to pay attention can result in enforcement'
Five trends in the decumulation market
'Equities are not the enemy'
Rory Percival: Client files must include 'colour and detail' to satisfy FCA
Put detail in suitability reports
CashCalc teams up with Rory Percival on TVC tool launch
Ahead of new regulation
Rory Percival launches cashflow planning best practice guide
Available from 2 May
PA360: FCA will find advice market non-competitive - Rory Percival
'It will have to lead with product intervention and product governance'
Countdown to PA360: Hear Rory Percival on 24 April
Eight days to go ...
Is it time for advisers to bid goodbye to unregulated introducers?
Should be regulated
SM&CR more day-to-day work for advisers than MiFID II, warns Percival
Senior Managers & Certification Regime
SimplyBiz assembles 'heavyweight' investment committee
Rory Percival and Ken Rayner among panellists
Overseas transfer advice leaves three investors to scramble for savings
Unclear links between investment firm and adviser
Rory Percival: Three regulation areas to watch in 2018
Consolidation, DB transfers and PROD
