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In times of change, we need the enduring certainities associated with professionalism

Technical articles | 01 March 2008
Many issues surrounding the Retail Distribution Review are still to be decided but, says Tim Eadon, the cornerstones of professional life provide a solid foundation.  These are fast-changing times.  Who knows - by the time you read this, we might have seen the collapse of another ...

How to meet the RDR challenge

Technical articles | 01 May 2008
Most PFS members are qualified up to FPC or Certificate in Financial Planning level, so they will need to progress to the Diploma in Financial Planning to retain adviser status in the post-RDR regime.  Here we explain why this needn't be a daunting prospect.  The Interim Report on...

Money Guidance comes of age

Technical articles | 01 May 2008
Although the Thoresen review into generic advice was not formally limked to the retail distribution review (RDR), it is clear that it has an important bearing on any final RDR structure.  This article summaries the latest state of play.  The creation of an accessible and workable ...

Members warm to professional ideal

Technical articles | 01 May 2008
A survey of PFS members suggests near consensus among financial advisers for a single set of professional standards, applicable across the market, in the post RDR environment.  Financial Solutions presents an analysis of the findings.  In a membership survey undertaken for the CII...

Back to the future?

Technical articles | 01 September 2009
Investment trusts have been around for 150 years but only now, thanks to the Retail Distribution Review, do they look set to punch their full weight in the advice sector.  Liz Booth explains.  With the promise of better than average returns for the investment, low costs and easy a...

From commission to fees: Leap in the dark or well-managed project?

Technical articles | 01 March 2010
In his major new book, 'The Business of Advice', David Shelton explores the key issues for advisers in the era of the Retail Distribution Review.  In this extract he explores the issues surrounding adviser remuneration.  Commission will be abolished on all pension and investment p...

Forget conspiracy theories and focus on the realities of life

Technical articles | 01 September 2008
Fay Goddard says the wait for the FSA's RDR feedback report should not deflect advisers from professional development activity.  The annoucement from FSA that the full Feedback Statement on the Retail Distribution Review Discussion Paper will be delayed has generated a raft of speculat...

RDR - the FSA interim report

Technical articles | 01 May 2008
The Financial Services Authority published its interim report on the Retail Distribution Review on 29 April, setting out its current thinking following its six-month consultation with the market.  This article provides you with the highlights of the FSA's report and includes, overlead,...

Regional strength is the key to our development on the national stage

Technical articles | 01 August 2009
Paul Lothian says that, regardless of changes affecting the advice sector as a whole, the future of the PFS is secure thanks to the strength of its regional structure.  Mighty forces are at work across the advice sector.  As you'll read elsewhere in your copy of 'Financial Solutio...

Risk and reward

Technical articles | 01 January 2011
As the implementation of the Retail Distribution Review draws closer, planners need a holistic approach to risk management, says Neil Stevens...
 

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