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Category Archives: Financial Services
Retail Distribution Review ready at Informed Choice
The end of this year sees the introduction of the Retail Distribution Review (RDR); a regulatory initiative from the Financial …
Posted in Financial Services, News
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Is your IFA ready?
Eleven months today sees the implementation of the Retail Distribution Review (RDR); a regulatory initiative designed to increase levels of …
Posted in Financial Services, News
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Protecting irrational investors
The new Financial Conduct Authority (FCA), which is replacing the Financial Services Authority (FSA), plans to use its powers to …
Posted in Financial Services, Investments
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How to spot a fake financial adviser
News that a father and son posing as financial advisers in Worthing have received a six week suspended sentence should …
Posted in Financial Services, News
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Our use of technology as an adviser
Informed Choice was shortlisted for two awards at the Money Marketing Financial Services Awards 2012 – IFA of the Year …
Posted in Financial Services, News
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When things go wrong
Investors dealing with UK authorised and regulated financial services companies receive a great deal of protection in the event of …
Posted in Financial Services, Investments
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The importance of independence
An article in one of our trade publications is today questioning the importance of the ‘independent’ title for financial advisers. …
Posted in Financial Services, News
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Why I believe in ISO 22222 certification for financial planners
I discovered ISO 22222 certification for financial planners in 2008 when I ran my own compliance consultancy. After successfully implementing …
Posted in Financial Planning, Financial Services
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Informed Choice for IFA of the Year 2012
We are pleased to announce that Informed Choice has reached the shortlist stage for the prestigious IFA of the Year …
Posted in Financial Services, News
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The Informed Choice Christmas Letter
At this time of year, thoughts naturally turn to the previous twelve months before we all start to look ahead …
Posted in Financial Services, News
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