2connect
the latest news, views and industry articles from 2plan
2plan 1st anniversary brochure
Welcome to our anniversary publication to mark 2plan’s first year where we celebrate our successes since the formation and subsequent launch in the UK marketplace. We also give you a preview of what’s next for the company as we look to the future with confidence and continue to provide a safe and regulated environment for IFAs to build their businesses. To read more download the full 1st year anniversary brochure here.
59% advisers support RDR but one in four will quit, says survey
A poll of 322 advisers by NMG Financial Services Consulting revealed that 59% thought RDR would lead to increased professionalism, up from 38% last October. Respondents expected consumer perception of financial planning and its appeal as a career to be boosted after RDR. A further 37% thought that adviser business models would be more viable although they expressed doubts about their ability to bridge the savings gap. However, despite the overall improvement in sentiment, the intermediary sector remains sharply divided on the FSA’s reform project. Among advisers generating high levels of income from fees, 62% agreed with the direction of the RDR compared with just 28% of advisers who earned over 90% of their income from commission. Although commission is ...
2plan response to the RDR Interim Report
Firstly, as reported by John Lappin in Money Marketing the report is "a triumph for IFAs and the FSA". Finally, it has been recognised that the only true advice is independent advice and how the banks have failed to get their way, although it should be noted that the IR is only part of the process and we need to ...
Member website system launched
The World Wide Web has grown in little over 15 years from being a small network of educational institutions to the largest communication medium ...