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Need RDR help? Watch our live MMTV debate at 2pm this afternoon

Money Marketing and Cofunds have teamed up to offer readers the chance to quiz a panel of experts this afternoon at 2pm on the challenges and opportunities presented by the RDR.

Prompted by short films showing investor attitudes to the RDR, the interactive session will explore areas such as whether a suitability of advice review will drive or erode income and client attitudes to the new charging regime and self-directed options.

The panellists will be RSM Tenon head of wealth management John Porteous, Dragonfly Planning financial life planner Adam Young, Financial Inclusion Centre director Mick McAteer and Cofunds sales and marketing director Alastair Conway.

So this is a call to all advisers to post any questions or stories you might have about your own experiences to-date and any issues you think might benefit from wider debate.

We look forward to you joining the debate on our website at 2pm this afternoon. You can submit any questions for our panel ahead of the event and while it is live on air by either tweeting using #RDRhelp or posting here.


What advisers are saying: First make yourself referable

Nearly 70% of new business is generated by referrals. But only a very small number of advisers have a systematic approach to stimulating and managing referrals, let alone an active program to reward key influencers. So what’s holding advisers back? It’s nothing new: fear of rejection; busyness; lack of process; reluctance to come across too […]


Financial adviser jailed for defrauding elderly client

A financial adviser has been jailed for 14 months for defrauding a 93 year old client out of £58,000. The Henley Standard reports Sanjay Parmar of Lowfield Road in Reading admitted four counts of fraud by abuse of position at Guildford Crown Court. A 93 year old female client wrote four cheques totalling £58,000 between […]

Skandia business proposition director Richard Vincent quits

Skandia business proposition director Richard Vincent is leaving the business at the end of November. Vincent, previously proposition director for Skandia Investment Group, has spent the last six months working directly for Old Mutual Wealth chief executive Paul Feeney. He returned to Skandia almost 10 years ago as head of investment marketing. Since then he […]

End results

The industry needs to support those who are prepared to do something different to help the end investor

How to use wills to protect your clients’ wishes

March was Free Wills Month! Free Wills Month brings together a group of well-respected charities to offer members of the public aged 55 and over the opportunity to have their simple wills written or updated free of charge by using participating solicitors in selected locations around England and Wales. Research by the Law Society* highlighted that only 64 […]


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