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25 August 2011

IFAonline: RDR and qualifications - the definitive Q&A


The Personal Finance Society (PFS) has put together a definitive guide designed to answer any questions advisers may still have regarding what they need to do to meet the requirements of the Retail Distribution Review (RDR) from 1 January 2013.

Among the questions answered are:

  • What exactly are the rules?
  • Is the deadline (1 January 2013) the same for everybody?
  • What is the 30-month rule?
  • Will there be any waivers?
  • What is qualification gap-fill?

Full article

CII qualification gap-fill



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