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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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30 Jun Standard Life Launch RDR training Tutorials

Posted at 08:46h in blog by Eileen Murphy 0 Comments
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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...

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22 Jun Aviva Survey Highlights Increased RDR Preparation

Posted at 12:21h in blog by Eileen Murphy 0 Comments
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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...

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22 Jun Treasury Continues to Mull Over Abolition of FSA

Posted at 12:03h in blog by Eileen Murphy 0 Comments
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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....

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22 Jun Alliance Trust Claims Fees Will Decrease Post-RDR

Posted at 11:35h in blog by Eileen Murphy 0 Comments
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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....

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15 Jun CII Believe 11 Million More People Could Seek Financial Advice if RDR is Explained Properly

Posted at 14:56h in blog by Eileen Murphy 0 Comments
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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....

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15 Jun FSA Accused of Trying to Over-Regulate the UK After Criticism Over Action Over RDR

Posted at 14:22h in blog by Eileen Murphy 0 Comments
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According to ftadvisor.com UK regulators, specifically the FSA, have been accused from a number of different areas of trying to force through regulation that would "make the UK more regulated than the rest of Europe", thus making trade difficult....

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15 Jun Zoho CRM Announces Integration with OneSaas

Posted at 14:05h in blog by Eileen Murphy 0 Comments
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The people behind the Zoho CRM have announced that they will be integrating OneSaas into their system in an effort to simplify their cloud integration performance, specifically when it comes to integrating separate cloud-based and online software solutions....

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09 Jun L&G to Launch Environmental Index Fund to Benefit Financial Services

Posted at 10:19h in blog by Eileen Murphy 0 Comments
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Legal & General Investments have announced that they intend to launch a new financial services fund on June 17th by investing in a global environmental stock market index....

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