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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).
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 briefing note, informed choice, rdr, retail distribution review
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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 mass market, nick bamford, rdr, retail distribution review, thought leadership live, webcast
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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.
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.
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 rdr, retail distribution review, treasury select committee, written evidence
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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).
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 ft uk retirement summit, nick bamford, pensions, rdr, retail distribution review
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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 adviser charging, fsa, rdr, retail distribution review
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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 briefing note, free, fsa, rdr, retail distribution review
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