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RDR

Regulation

FCA - most advisers describing 'independent' financial advice accurately

A thematic review by the Financial Conduct Authority (FCA) has found most advisory firms describing their service as ‘independent' appeared to use the description accurately.

clock 20 March 2014 •

Adviser / Broking

Adviser optimism strengthens post-RDR despite muted protection sales

The outlook for the financial services sector is seen to be improving as a consequence of the Retail Distribution Review (RDR), but most advisers report protection sales continue to lag following its introduction.

clock 07 March 2014 •

Adviser / Broking

Compliance service for financial planning firms launched

A compliance service designed for financial planning firms has been launched.

clock 05 March 2014 •

PMI

WOL: There's life in the old dog yet

Whole of life (WOL) sales are generally declining, but it could be used to meet changing needs. Fiona Murphy takes a closer look .

clock 04 March 2014 • 4 min read

Regulation

Former adviser banned for fabricating SPS

A former investment adviser has been fined £19,900 and banned by the Financial Conduct Authority (FCA) for fabricating his Statement of Professional Standing by using a template he found online.

clock 30 January 2014 •

Whole of Life

Life insurance confidence at 'highest level' since RDR

Confidence and overall business volumes in the life insurance sector ‘rose strongly' over the past three months to its highest level since the Retail Distribution Review (RDR) was introduced, a survey suggests.

clock 20 January 2014 •

Regulation

Advisers have benefited from RDR - Wheatley

Advisers have generally benefited from the Retail Distribution Review (RDR) as their revenues have increased and they are more professional and better qualified, Financial Conduct Authority (FCA) chief executive Martin Wheatley has said.

clock 14 January 2014 •

Regulation

Former RDR sceptics report shiny happy clients

Few advisers have lost clients as a result of changes to how they are paid, according to a survey suggesting a happier intermediary sector than this time a year ago.

clock 13 January 2014 •

Income Protection

Individual IP: A product reborn?

Fiona Murphy finds the individual income protection market is going ‘back to basics' to target consumers

clock 18 December 2013 • 7 min read

Adviser / Broking

Quarter of advisers say RDR 'toughest period' of professional life

More than a quarter of advisers saw preparation and implementation of the Retail Distribution Review (RDR) as the "toughest" period in their professional life, a survey has found.

clock 31 October 2013 •
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