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Personal Finance Society
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Technical articles | 27 Jun 2013
If you believed the Mayan prophecies, then you'll probably have been pleased to see December 2012 come and go without it being the end of the world. There are many financial advisers who will have been equally relieved that life continued post 31 December 2012 ('R-Day'), the date when the o...
Research | 05 Jan 2015
The Financial Conduct Authority (FCA) published its detailed findings on how the investment advice sector is complying with its new Retail Distribution Review (RDR) rules that came into force two years ago.
News items | 18 Feb 2013
Research into consumers' views of the Retail Distribution Review (RDR) has revealed a large untapped market of individuals who could be brought into the market for financial advice for the first time.
Technical articles | 01 May 2008
The FSA has set out a "direction of travel" in its April 2008 interim report. The retail distribution review interim report holds out the prospect of a straightforward separation between advice and sales ...
Research | 27 Feb 2012
On 27 February 2012, the FSA published three papers that are relevant to the implementation of the Retail Distribution Review (RDR) which takes effect at the end of this year. These were:
News items | 01 Jul 2011
Hector Sants, Chief Executive Officer of the FSA, has written to Andrew Tyrie, Chairman of the Treasury Select Committee, on the subject of the Retail Distribution Review. The Committee reported on the RDR, the FSA responded briefly pending a fuller (and presumably more considered) response l...
Technical articles | 01 Jan 2010
In December the FSA issued CP09/31, its latest paper on the Retail Distribution Review, bringing a mixed response from the advice sector.  The Personal Finance Society has issued an initial response to the Financial Service Authority's consultation paper (CP09/31), Delivering the Retai...
Technical articles | 28 Feb 2013
So you have got your Level 4 qualifications, but how will you go about attracting and maintaining a more discerning post-RDR (retail distribution review) client base? Ian Patterson offers some tips...
Technical articles | 13 Dec 2012
Come January 1st 2013, independent financial advisers will be working to a whole new set of rules under the retail distribution review. But, despite the regulatory changes, advisers will still need interesting and innovative products to offer clients. Liz Booth looks at predicted product tr...
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