RDR Papers
29-Apr-08
RDR Interim Report: Aifa warns advisers to continue RDR dialogue
The Association of Independent Financial Advisers has warned the IFA market that it must continue to make its voice heard ahead of the next RDR paper in October.
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29-Apr-08
RDR Interim Report: Advice and sales channels blurred, says IFP
The Institute of Financial Planning has slammed the FSA’s proposals to divide the financial services sector into advice and sales channels.
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29-Apr-08
RDR Interim Report: CII supports call for higher professionalism
The CII Group says it welcomes the RDR Interim Report’s proposal to increase the levels of professionalism in the retail distribution market.
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29-Apr-08
RDR Interim Report: Standard Life supports separation of advice and sales
Standard Life is applauding the FSA’s proposals for separate advice and sales channels, adding that it simplifies the overly complex tiers and definitions originally proposed.
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29-Apr-08
FSA produces major RDR concessions in paper that champions whole of market advice
The FSA has left the door open for front ended remuneration and suggested that all advisers will have to operate on a whole of market basis as part of an interim RDR paper that provides significant concessions to the IFA community.
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29-Apr-08
RDR Interim Report: 15-year long-stop rejected
The RDR Interim Report has quashed advisers’ calls for a 15-year long-stop.
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10-Sep-07
Professionalism and the Retail Distribution Review
It is perhaps unsurprising that the FSA, in its retail distribution review discussion paper, has fastened onto the word "professional" to describe those financial advisers whose business model resembles most closely that of the established professionals, solicitors and accountants.
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3-Sep-07
And then there were four
Ernst & Young's insurance sector leader Shaun Crawford looks at how the RDR could fragment the IFA business.
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28-Aug-07
Unconvinced on capital adequacy
Martin Archer, legal and claims director at PI insurer Collegiate Management Services, believes that capital adequacy is less important than a company's reputation and calls on the advice industry to "grow up" on responsibility for rubbish products
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26-Aug-07
Shopping around for platforms
Peter Jordan, platform marketing manager at Skandia, looks at wrap requirements and says loss leading, “low cost” platforms should be treated with the suspicion they deserve
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26-Aug-07
Young blood needed
Jon Hopper, marketing and commercial development director for Openwork, argues the industry should invest more in new recruits and rely less on cannibalising existing resources
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6-Aug-07
Generic advice could benefit advisers
Otto Thoresen, chief executive of AEGON UK and chair of the Thoresen Review of Generic Financial Advice, explains that his review is not part of the RDR but any new general financial information service could be a help to financial advisers.
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6-Aug-07
For better or for worse?
The proposals outlined in the RDR could push the distribution market in two distinct direction, says Deloitte financial services partner Andrew Power. He explains some of the positive and the negative possible outcomes.
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6-Aug-07
IMA 'sceptical' of simple primary advice
Any move to make advice for the 'mass affluent' market more professional is a step in the right direction says Investment Management Association chief executive Richard Saunders but the industry should be careful not to over simplify the advice process.
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