Tag Archives: rdr

The Retail Distribution Review is going ahead

Today sees the publication of a report from the House of Commons Treasury Committee, making recommendations following their review of the Retail Distribution Review (RDR).

Posted in Financial Services, News | Tagged , , , , , , | Leave a comment

The Retail Distribution Review, explained

Informed Choice has published a new briefing note to describe the main changes to retail financial services regulation which come into force at the end of next year.

Posted in Financial Services, News | Tagged , , , | Leave a comment

Delivering independent advice to the mass market

Informed Choice chartered financial planner Nick Bamford was invited to present a webcast this morning for the Thought Leadership Live forum.

Posted in Financial Services, News | Tagged , , , , , | Leave a comment

Better regulatory protection for investors

The Financial Services Authority (FSA) has published a consultation paper (CP11/08: Data Collection: Retail Mediation Activities Return and complaints data) making proposals for more robust data collection from authorised firms.

Posted in Financial Services, News | Tagged , , , , , , , | Leave a comment

The new IFA professionalism rules

Informed Choice chartered financial planner Martin Bamford summarises the FSA policy statement about professional standards and the Retail Distribution Review.

Posted in Financial Services, News | Tagged , , , , , , | Leave a comment

A call for written evidence

Informed Choice chartered financial planner Martin Bamford comments on the call for written evidence about the Retail Distribution Review from the Treasury Select Committee.

Posted in Financial Services, News | Tagged , , , | Leave a comment

Webcast: The Future of Your Financial Adviser

Our latest webcast, The Future of Your Financial Adviser, will be broadcast live at 11.30am this morning (Thursday).

Posted in Financial Services, News | Tagged , , , , , , | Leave a comment

FT UK Retirement Summit 2010

Informed Choice chief executive Nick Bamford is speaking at the 2nd Annual FT UK Retirement Summit in London today.

Posted in Financial Services | Tagged , , , , | Leave a comment

The tone and route map for the future

The publication last week by the Financial Services Authority of a Policy Statement on the subject of the Retail Distribution Review (RDR) sets both the tone for and the route map of the intermediary firm of the future.

Posted in Financial Services, News | Tagged , , , | Leave a comment

Free Retail Distribution Review (RDR) briefing note

We have published a free 17-page briefing note following the latest FSA Policy Statement on the final rules being introduced as a result of the Retail Distribution Review (RDR).

Posted in Financial Services, News | Tagged , , , , | Leave a comment