Tag: Retail Distribution Review

The Retail Distribution Review (RDR)

Posted on September 18, 2012 No Comments

On 31 December 2012, the Financial Services Authority is changing the rules about how financial advisers must be qualified, how they describe their services and the way consumers pay for them. These changes are commonly known as the ‘Retail Distribution Review’. You are likely to hear more about this in the media over the next […]

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Informed Financial Planning – Exam Success!

Posted on May 11, 2012 1 Comment

As a Chartered firm of financial planners, Informed Financial Planning pride ourselves on our professional qualifications which ensure we are able to provide the highest quality financial advice to our clients. It is not only important that our client facing advisers are well qualified, but also our support team who assist in formulating the reports and […]

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Key questions you should now be asking your IFA

Posted on February 8, 2012 No Comments

Thousands and thousands of clients across the UK have long-standing and happy relationships with their Independent Financial Adviser. However, the world of financial online pharmacy 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 […]

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All IFP advisers a year ahead of RDR qualifications target

Posted on January 10, 2012 No Comments

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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