April/May 2010 Special Report:
RDR & YOU

Target 2012
No, not the 2012 London Olympics! The other indelible date in every banker’s diary is the December 2012 deadline for implementing the sweeping reforms in the Financial Services Authority’s much-heralded Retail Distribution Review (RDR).

Launched almost four years ago, the plan for professionalizing the role of all financial advisers has ignited fierce controversy. But, while much argument persists, the Institute’s view is that the time has now come to act.

The race is on to get it right
As banks run to meet the 2012 deadline, ALISON BIRD outlines the regulatory uncertainties that still litter the track to improved qualifications

Challenge for the private banks
Additional hurdles must be cleared by those offering clients more sophisticated investment advice, says the BBA’s PETER TYLER

All about Application & Analysis
It’s not about acquiring new knowledge, says GILES CUTHBERT, it’s about using what you know better

It's much more than an exam
“This really does relate to your own role,” advises SHONA MATTHEWS, “so you perform better with your customers”

Brussels sprouts its reforms
DAVID DOYLE expects new EU plans for investor protection this summer, and a fully-fledged directive by the year-end

Back to Content Page