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RDR

Regulation

Pure protection sales by retail investment firms -Clive Waller

There is much of interest in the FSA releases today (26 march). The debate about fund manager rebates will get louder and continue for a couple of months. For those of us who are also interested in protection, the paper 10/8 (Pure protection sales by...

clock 26 March 2010 • 2 min read

Adviser / Broking

RDR protection paper: FSA's consultation questions

The FSA has issued four questions for the protection industry as part of its Consulation Paper 10/8.

clock 26 March 2010 • 1 min read

Adviser / Broking

RDR protection paper: No consumer detriment to commission charging - FSA

The FSA believes there is there is no consumer detriment in allowing advisers who operate under COBS rules to maintain their current commission based charging.

clock 26 March 2010 • 1 min read

Adviser / Broking

RDR protection paper: FSA's 'independent' and 'restricted' labels to be dropped for protection

The FSA has abandoned the reading-across of RDR labelling to pure protection.

clock 26 March 2010 • 1 min read

Adviser / Broking

RDR protection paper: Protection commission to be disclosed - FSA consults

The FSA's consultation paper 10/8 published today proposes retail investment firms must disclose protection renumeration.

clock 26 March 2010 • 1 min read

Individual Protection

Lifequote tackles online threat with adviser roadshows

Lifequote is aiming to help advisers address the threat of online competition with a series of protection training workshops.

clock 12 March 2010 • 1 min read

Individual Protection

Zurich launches financial fitness tool for advisers

Zurich is launching a campaign to help advisers perform financial fitness tests on customers.

clock 20 January 2010 •

uncategorised

FSA protection proposals under RDR applauded

The FSA's protection proposals under the Retail Distribution Review (RDR) have been applauded, but with a few points to clarify.

clock 01 January 2010 •

uncategorised

Law Commission urges tightening of non-disclosure rules

Law Commission proposals on non-disclosure intend to clarify rules over when an adviser is representing a customer and when they are acting for the insurer, writes Owain Thomas and Laura Miller.

clock 01 January 2010 •

Adviser / Broking

Applicability of RDR proposals to pure protection advice

Below is the section from the latest RDR consultation paper that applies to pure protection.

clock 17 December 2009 • 14 min read
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