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On the RDR screen

The FSA is publishing its retail distribution review consultation paper this week.

The paper is expected to give more details on the regulator’s work-based assessment alternative to examinations. Unfortunately, it is likely the FSA will continue to oppose a strict split between sales and advice.

Money Marketing continues to support the move towards greater professionalism but hopes that central to the regulator’s thinking will be the damage done to consumers by a massive cut in IFA numbers.



RDR CP: Adviser Charging plans set out by FSA

The RDR consultation paper has proposed an end to commission-based advice and has set out rules by which all levels of advisers, except basic advice, decide their own fee-based remuneration through Adviser Charging.

Identifying best-in-class UK stocks — Mark Martin, Neptune UK Opportunities Fund

FE Alpha Manager Mark Martin assumed management of the multi-cap UK Opportunities Fund at the beginning of February. As manager of the highly regarded UK Mid Cap Fund, Martin has begun restructuring the new portfolio to focus on our very best UK stock ideas from across the FTSE All-Share Index. In this video, update Martin addresses:

– Themes informing the UK Opportunities Fund
– The multi-cap structure of the fund
– UK equity valuations


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