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News

RDR

Ten need-to-knows about the trail commission rules

The FSA has finalised its guidance on when firms can (and can not) receive commission post-Retail Distribution Review (RDR).

clock 27 February 2012 •

RDR

IMA warns of market 'distortions' from trail rules

The Investment Management Association (IMA) said it is "very disappointed" with elements of the FSA's guidance on the treatment of trail commission post-RDR.

clock 27 February 2012 •

Adviser / Broking

Advisers confident of protection growth

Protection is seen as a key growth area by IFAs with almost two thirds optimistic about increasing business in the sector this year.

clock 27 February 2012 •

Wrap/platforms

FSA to allow trail commission on fund switches within life policies

The Financial Services Authority (FSA) will allow advisers to continue to take trail commission after 2012 on fund switches within life policies set up pre-RDR.

clock 27 February 2012 •

RDR

FSA updates guidance on DIF use

The FSA has issued updated guidance on firms' use of distributor-influenced funds (DIFs).

clock 27 February 2012 •

Offshore Investment

Investment fund assets withstand 2011 turbulence

The European Fund and Asset Management Association (EFAMA) confirms that investment fund assets managed to withstand the turbulence of the financial markets, according to final quarter statistics.

clock 27 February 2012 •

Tools

Finametrica rolls out sales team in UK push

Risk-profiler FinaMetrica is to set up a UK-based sales team in a bid to grow its customer base.

clock 27 February 2012 •

Offshore Investment

Taxand expands down under

Crossborder tax advisers, Taxand, has announced it is setting up an alliance in Australia.

clock 27 February 2012 •

Investment

New warning over early release pension offers

The financial services and pensions regulators have joined forces with HMRC to issue a fresh warning against early release pension offers.

clock 27 February 2012 •

Your profession

Out today: Don't miss your new-look Investment Week

Investment Week, Professional Adviser's and IFAonline's sister title, has a new look, with its first revamped issue out today.

clock 27 February 2012 •
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