07 Jul FSA Bans Two Brokers Over Failure to Treat Customers Fairly
The Financial Services Authority (FSA) have banned a pair of insurance brokers after both were found to have mistreated their customers....
07 Jul New Survey Shows RDR May be Catalyst for Platform Adoption
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....
07 Jul Zoho Release CRM App for iPhone and Web
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....
30 Jun Insurers Selling Holloway Policies to be Exempt from RDR
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....
30 Jun FSA Criticised for Poor Record Keeping
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....
30 Jun Standard Life Launch RDR training Tutorials
Standard Life Investments are to make over 100 RDR training tutorials available to financial institutions. The tutorials are fully accredited by the Institute of Financial Planning (IFP) and aim to help advisers provide information to companies on how best to comply with the upcoming Retail...
22 Jun Aviva Survey Highlights Increased RDR Preparation
Aviva's Dean Lamble has revealed that the group's latest Hot Issue Tracker survey has shown that many companies are better prepared for RDR than previously believed. This has led to an increased belief that the eventual changeover to the new system in 18 months time...
22 Jun Treasury Continues to Mull Over Abolition of FSA
The Treasury are still mulling over the possibility of abolishing the Financial Services Authority (FSA) entirely, with Chancellor George Osborne apparently readying himself to strip the financial regulator of most of its powers....
22 Jun Alliance Trust Claims Fees Will Decrease Post-RDR
According to the FTAdvisor the managing director of Alliance Trust, Edward Troughton, has claimed that the introduction of the Retail Distribution Review (RDR) will signal a period of massive change in the asset and fund management markets....
15 Jun CII Believe 11 Million More People Could Seek Financial Advice if RDR is Explained Properly
According to the Chartered Insurance Institute (CII), about 11 million people could seek financial advice of the implications of the upcoming retail distribution review (RDR) are explained to them properly....