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Adviser / Broking

Adviser / Broking

RDR is working, FCA declares

The Financial Conduct Authority (FCA) has declared the Retail Distribution Review (RDR), its "once in a generation" project to revamp the retail investment advice market, is working, though some concerns remain on the costs and labels of advisers' services....

clock 16 December 2014 •

Adviser / Broking

MAS: Farnish report recommends staff and budget cuts

An independent review of the Money Advice Service (MAS) will recommend it cuts more than half its staff and reduce its budget by as much as 38%, according to a report.

clock 15 December 2014 •

Adviser / Broking

Majority of advisers see future for simplified products

Advisers support the introduction of simplified protection products, with 79.4% seeing a place in the market for them, a survey has found.

clock 11 December 2014 •

Adviser / Broking

Blog: Why I decided to start a protection movement

Kevin Burnham, the founder member of the Protect Britain Better movement, tells COVER what made him start The Protect Britain Better group for advisers.

clock 10 December 2014 •

Adviser / Broking

Advisers targeted by HMRC in VAT clampdown

Financial advisers are among the small and medium size businesses being "aggressively" targeted by HMRC for VAT payments, contributing to a 10% jump in VAT taken from SMEs in the last year, according to a national accountancy group.

clock 08 December 2014 • 2 min read

Adviser / Broking

Govt abandons nil rate trust band plans

The Chancellor's Autumn Statement has confirmed that the single settlement nil rate band on trusts will not come into effect in April 2015 following consultation responses.

clock 04 December 2014 •

Adviser / Broking

Risk Clinic: What do intestacy rules mean for my clients?

I am an IFA and I understand new intestacy laws have been introduced. Can you please explain what these are and what I should be discussing with my clients?

clock 20 November 2014 •

Adviser / Broking

F&TRC adds family income benefit to research tools

Family income benefit has been added to the Finance & Technology Research Centre's (F&TRC) Quality Analyser research tool.

clock 20 November 2014 • 1 min read

Adviser / Broking

FCA chairman defends RDR project

Financial Conduct Authority (FCA) chairman John Griffith-Jones said he is glad the Retail Distribution Review (RDR) did not take longer than expected, saying it achieved its aims despite failing to distinguish between guidance and advice.

clock 19 November 2014 •

Adviser / Broking

F&TRC launches new tool for protection advisers

The Finance & Technology Research Centre (F&TRC) has launched a tool for advisers, the Quality Analyser Research and Panel Selection comparison service for protection.

clock 11 November 2014 • 2 min read
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