Be RDR Ready: Some last minute exam and gap-fill tips

Yet to complete your Level 4 or gap-fill requirements? There's still time, finds Charlotte Richards...

clock

Yet to complete your Level 4 or gap-fill requirements? There's still time, finds Charlotte Richards...

There may be 49 weeks left until RDR implementation, but the Institute of Financial Services (IFS) warned in December that the ‘real’ deadline was imminent. Anne Kiem, chief executive of the IFS, said the reality for most financial advisers who wanted to continue working in the post-RDR era was that they must have begun the necessary steps by 3 January 2012. Now that 'deadline' has passed, what does the IFS say now? Well, it says it is still able to help advisers who have missed this deadline. The Chartered Insurance Institute (CII) agrees. Here, advisers give their tips to thos...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

'Financial advice needs an age-related reboot': Why people shouldn't wait until 55

'Financial advice needs an age-related reboot': Why people shouldn't wait until 55

Insight from UK's youngest-ever Fellow of the Personal Finance Society

Kristian Manton
clock 27 February 2025 • 4 min read
Experienced adviser launches financial education website

Experienced adviser launches financial education website

Subscription-based model designed for individuals and businesses

Jenna Brown
clock 25 February 2025 • 2 min read
Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

‘A significant shift’ but not unprecedented

Sorin Dojan
clock 21 February 2025 • 2 min read