Tag: Financial Service Authority
IFP host successful seminar for solicitors
Informed Financial Planning ran – in conjunction with SIFA – a successful compliance seminar for solicitors on 27th March at the Village Hotel in Hessle. It was well received by the solicitors who attended with the feedback provided excellent. The seminar was motivated by some of the changes in the Legal Services Act for solicitors [...]
Read moreKey questions you should now be asking your IFA
Thousands and thousands of clients across the UK have long-standing and happy relationships with their Independent Financial Adviser. However, the world of financial services is changing on December 31st this year, and it may be that your independent adviser is no longer fully independent after that date. The Financial Services Authority is implementing the Retail [...]
Read moreAll IFP advisers a year ahead of RDR qualifications target
The financial services profession is undergoing some significant changes titled the Retail Distribution Review (RDR) which will come into effect from 1st January 2013. The purpose of this is to set out new guidelines of professionalism across the industry in terms of how clients will pay for the advice they receive (adviser charging), the ongoing relationships [...]
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