Fees 

Are adviser charges still fit for purpose?

  • Grasp the charging models advisers currently tend to use
  • Learn how approaches could change, and why
  • Understand the pros and cons of different charging structures
CPD
Approx.30min
Are adviser charges still fit for purpose?

It is now half a decade since the implementation of the RDR, which left the advice industry slightly smaller but more professional as a result. But to the untrained eye, some things look remarkably similar five years on.

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CPD
Approx.30min
  1. Which of the following increases the level of scrutiny around ad valorem charges, according to Barry Neilson?

  2. What problem does Danby Bloch see in charging an initial fee for exploratory work related to DB transfers?

  3. Graham Bentley suggests the FCA's platform market study could lead to major change on the charging front. How so?

  4. What will advisers have to monitor more closely, following Mifid-related updates to the FCA's handbook?

  5. According to Lang Cat research, what are firms experiencing in the wake of the pension freedoms?

  6. In Rory Percival's experience, how has moving away from contingent charging on DB transfers helped at least one firm?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • Grasp the charging models advisers currently tend to use
  • Learn how approaches could change, and why
  • Understand the pros and cons of different charging structures

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