Tag: Retail Distribution Review
Exam Success at IFP!
As a Chartered firm of financial planners, we 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 recommendations [...]
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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