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RDR and the impact on investment management

This regulation came into force 1st January 2013 and was introduced to enhance advisory services to retail clients, addressing perceived long standing failures in the retail finance advice sector, particularly relating to descriptions of financial advice and how advice is remunerated.

  • Clearer Charges: the costs of advice must be agreed at the outset, something that we have always done in advance of commencing the service. Unlike many of our competitors, we've been able to absorb the implications of RDR and grow as a firm as well. This has allowed our investment managers to not only provide the same excellent service that our clients have come to expect, but it has also meant that we haven't had to increase our charges and fees, or the way in which they are levied.
  • Clearer Services: firms are classified for advice as being 'restricted' or 'independent'. As a specialist stockbroking and investment management firm we offer a service managing a wide range of investments from the whole of the market, primarily within individual bespoke portfolios. We do not provide advice on life assurance and other financial planning products and therefore, we are recognised by the FCA as a 'restricted advice' firm.
  • Higher Standards: increased level of qualification required for advisers. In February 95 per cent of Redmayne-Bentley investment managers were RDR qualified against an industry figure of 75 per cent, as reported by the Chartered Institute for Securities & Investments (CISI).

These new regulatory requirements do not apply to the discretionary services, although Redmayne-Bentley offers the same standards across all investment management services.

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Investments and income can fall as well as rise in value; therefore, your capital is always at risk. Tax treatment depends on the specific circumstances of each individual and may be subject to change in the future.

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