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Tag Archives: retail distribution review
Accredited professional bodies & your financial adviser
The Financial Services Authority (FSA) has this week started to award formal approval to several accredited professional bodies. This is …
Simplified advice? Not so simple.
The Financial Services Authority (FSA) has published guidance consultation on its plans for a simplified advice regime. Simplified advice is …
Posted in Financial Services, News
Tagged fsa, guidance consultation, retail distribution review, simplified advice
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Model portfolios, transparency & independence
A new paper from the Personal Finance Society is warning about some issues arising from the use of model portfolios, distributor-influenced funds and outsourced discretionary fund management.
Is pension switching advisable?
A new report published by Consumer Focus has highlighted serious problems with personal pension switching and the growing trend for advisers to charge trail commission ahead of a commission ban.
Posted in News, Retirement
Tagged churning, consumer focus, personal pension, retail distribution review, trail commission
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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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Free advice isn’t worth the price
Informed Choice chartered financial planner Martin Bamford looks at a US study which concludes that free investment advice isn’t worth the price.
Can you trust your bank?
The BBC screened an interesting episode of Panorama yesterday evening, looking at whether investors can trust their banks when it comes to financial advice.
Making a judgement on value
Informed Choice chartered financial planner Nick Bamford wrote in Money Marketing this week about how difficult it can be to make a comparison between how different IFAs charge their clients.
Posted in Financial Services, News
Tagged commission, ifa fees, money marketing, nick bamford, retail distribution review, value
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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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