21st July 2009

Today's IFA Market and the Retail Distribution Review (RDR) 2012

Strong Client RelationshipsIFA firms are normally valued as a multiple of renewal income plus a factor for goodwill built up through strong client relationships. However, sky high professional indemnity premiums and the events surrounding pension, FSAVC, endowment and split capital trust miss-selling accusations have given rise to an ever increasing claim culture with claims companies offering no win, no fee deals. It is not as if the current Financial Ombudsman Service operates under the status of an "Alternative Dispute Resolution" body, as it should do. All this, in turn places any IFA who is looking at his exit strategy at a great risk from complaints after retirement.

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