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Jo-Anne Smithson ACA, Chief Executive. Investors Planning Associates Ltd

“We’ve chosen to use the Money Marketing CPD Centre for the advisers in our national firm for a number of reasons. We appreciated that it was accredited by the CII, IFS and IFP so this avoids the duplication of effort by both the Company and our advisers who are registered with a number of accredited bodies. We have found it to be intuitive and easy to navigate. We’ve already uploaded the training plans for our advisers for 2013, secure in the knowledge that they’ll receive regular reminders to keep on track with their CPD during the course of the year. We really appreciated the link up with Taxbriefs to provide updates which will ensure that all of our advisers will be able to keep their fingers on the pulse in this constantly changing environment that we all operate in. But we like the fact that there is still sufficient flexibility within the system to allow for individual training and development needs to be met. Ongoing monitoring of our advisers will be simplified for us as a Company using this system. CPD could just be viewed as another layer of red-tape and box-ticking, but we feel that the MMCPD Centre will help our advisers genuinely gain from the new CPD requirements & thus allow for an efficient use of their valuable time. Of course, the fact that sponsorship has allowed it to be offered free of charge is also greatly appreciated when regulatory costs only ever head upwards at an exponential rate. No cost, professional endorsement, quality resources & easy to use – what’s not to like?!”



OBSR founders launch fund ratings service

OBSR founders Richard Romer-Lee and Nigel Whittingham are launching an investment consultancy and fund rating business. Called Square Mile Investment Research and Consulting, the new business will also have former Henderson director David Pickles as a co-founder. Romer-Lee says: “Market has moved on with changes and regulation. RDR has turned a lot of businesses on […]

FCA confirms legacy cash rebates can continue

The FCA has confirmed platform cash rebates on legacy business can continue indefinitely. The move was confirmed in the regulator’s quarterly consultation paper. Money Marketing revealed in July the FCA was consulting on draft guidance regarding the treatment of cash rebates for legacy business following industry queries in the wake of the platform policy statement. […]


Sir John Vickers says banks should double capital ratios

Independent Commission on Banking chair Sir John Vickers is calling for banks to double their core capital positions as he seeks tougher banking reforms. The FT reports Vickers, who led the Government’s inquiries into banking reforms, believes regulators should take much tougher action on bank capital when there are economic “blue skies” and conditions have […]


Robert Reid: Most advisers have not moved far enough on charging

As a young broker consultant I was enrolled on a training course where the trainer mentioned a book written by Frank Bettger called, How I Raised Myself From Failure to Success at Selling. Provided your ego allowed for a major change in your approach, then this was a book that had the possibility of major impact. […]

Changes to early exit pension charges

In November last year, the FCA announced that from 31 March 2017, early exit pension charges will be capped at 1% for those customers who are eligible to access their retirement savings from age of 55. The rules also state that for new personal pension plans started after that date, or on new increments into […]


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