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21 Jul Chief Executive of Panaxea Comments that RDR may Lead to Mis-Buying

Posted at 09:42h in blog by Eileen Murphy 0 Comments
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Derek Bradley, the chief executive of Panacea, has recently commented on the upcoming RDR. He believes that the changes in regulations will lead to more people buying annuities online. This, in turn, could lead to mis-selling due to consumers lacking the financial planning knowledge required....

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21 Jul Treasury Select Committee Criticises FSA’s Fast rejection of RDR Recommendations

Posted at 09:30h in blog by Eileen Murphy 0 Comments
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The Treasury Select Committee (TSC) has written to the Financial Services Authority (FSA) today to criticise the groups extremely fast response the the TSC's recommendations....

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13 Jul Advisers Urged to Revise Platforms as RDR Looms

Posted at 15:23h in blog by Eileen Murphy 0 Comments
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The constant alteration of platform prices and propositions needs to be properly monitored by financial advisers if they are to be properly prepared for the upcoming RDR regulations according to a platform analyst for MarketWatch....

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13 Jul FSA Fined A2O Directors Over Compliance Failings

Posted at 15:00h in blog by Eileen Murphy 0 Comments
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The Financial Services Authority has fined a pair of ex-directors of Alpha 2 Omega (A2O) for widespread compliance failures that saw them fail in their duty of care to their customers. Comprar Dostinex Online Compliance Director Andrew Ruff was fined £28,000 while Managing Director...

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13 Jul TSC to Deliver Verdict on RDR This Week

Posted at 14:13h in blog by Eileen Murphy 0 Comments
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The Treasury Select Committee's report on the upcoming Retail Distribution Review (RDR) guidelines is due to be published on Saturday 16th July, according to Nick Davies, press officer for the Commons Select Committee....

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07 Jul FSA Bans Two Brokers Over Failure to Treat Customers Fairly

Posted at 12:54h in blog by Eileen Murphy 0 Comments
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The Financial Services Authority (FSA) have banned a pair of insurance brokers after both were found to have mistreated their customers....

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07 Jul New Survey Shows RDR May be Catalyst for Platform Adoption

Posted at 12:28h in blog by Eileen Murphy 0 Comments
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A new survey into the upcoming Retail Distribution Review has claimed that the measure will act as a "major catalyst" for new platform adoption and use, a trend which the survey claims will only continue after implementation of the program....

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07 Jul Zoho Release CRM App for iPhone and Web

Posted at 12:04h in blog by Eileen Murphy 0 Comments
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Zoho have recently announced the release of two new products to their Zoho CRM package with the Zoho CRM Mobile Edition and an increased level of support for mobile web browsers within the Zoho CRM....

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30 Jun Insurers Selling Holloway Policies to be Exempt from RDR

Posted at 09:19h in blog by Eileen Murphy 0 Comments
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The Financial Services Authority have announced that mutual insurers who sell Holloway policies will be exempt from the upcoming retail distribution review (RDR), but will be required to review maturity values annually to maintain such exemption....

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30 Jun FSA Criticised for Poor Record Keeping

Posted at 09:05h in blog by Eileen Murphy 0 Comments
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A report created by Sir Anthony Holland has criticised the FSA for its failure to properly record and provide records, which ins some cases has led to investigations being hampered....

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