PPS Group Christmas Closing

Please note the office will be closed for Christmas on 21^st December and will reopen on 2^nd January 2013.

For any urgent General Insurance queries please contact Laura Marsh on 07919302038.

For any other urgent queries please contact David Hodgetts on 07768666605 or Paul Jackson on 07770923012.

 

Financial Advice is Changing......

On 31 December 2012, the Financial Services Authority is changing the rules about how financial advisers run their businesses, how they provide their services and the way consumers pay for them. These changes are commonly known as the Retail Distribution Review (or RDR for short).

It is likely that you have heard about this in the media over the last few weeks and months but we also wanted to make sure you heard about it from us, specifically so that we can outline how our business has changed to meet the new regulations and so that you can understand what it will mean to you as our client. We are therefore attaching our Guide to the RDR for your information and safe keeping.  Please follow the link below to access our Guide:

 

PPS RDR Announcement - Financial Advice is Changing

 

All our existing clients will also need to complete and return the new personalised Client Agreement which clearly details the Adviser charges applicable to your investment and/or pension portfolio.  We will be issuing this document in phases throughout January 2013.

 

As always, if you have any queries regarding the issues surrounding RDR and how it will impact on you personally, please do not hesitate to contact us and we would be happy to discuss this with you further.