Qualifications provider Calibrand, which provides RDR qualifications for the Institute of Financial Planning, Openwork and Tenet, has admitted it is facing a backlog of adviser queries in the run-up to the RDR.
Niven Financial director John Miller sat his last RDR exam through Calibrand on 6 June. He received an email to say he had passed but is still awaiting an exam certificate, which the Chartered Insurance Institute needs to certify Miller is RDR-qualifed.
Miller says last month Calibrand’s automated phone system began diverting advisers to its website. He has emailed Calibrand and filed a complaint, but had no response.
He says: “There seems to be a logjam, which is deteriorating by the day. There will be more advisers in this position as we get nearer to the RDR deadline. It is ridiculous.”
Calibrand says it is reviewing its processes with the Scottish Qualifications Authority, its awarding body, and apologises to advisers who have experienced delays. It says the IFP will accept confirmation of achievement documents rather than formal exam certificates to begin issuing statements of professional standing.
Managing director Denis Saunders says: “At this crucial time for advisers, a few months before the introduction of RDR, we are experiencing large volumes of emails, calls and queries. It is vital we have a written record of candidates’ queries to try and ensure accurate, timely and appropriate responses.”