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Latest News - Steve Buttercase

Our RDR adviser looks at the future of financial services…

Our RDR adviser is at a conference on the Budget when he wanders up to the roof for some air. There he encounters a 1960s-style Police Box and an eccentric gentleman… the latest instalment on post-RDR life from Steve Buttercase of Sense Financial.

RDR, Christmas, Lego: you've got to watch this video!

Hey! You may not have noticed, but it's Christmas. And here at New Model Adviser® we’ve got into the spirit of things with a festive film starring Father Christmas and Steve Buttercase’s RDR adviser. Enjoy!

Our RDR adviser endures a visit from the FCA...

In a sideways look at life under the RDR, Steve Buttercase gets a visit from the regulator. He is hoping for some advice on his business model, but that’s not on the FCA’s agenda.

Our RDR adviser is baffled by a restricted network boss...

In a sideways look at life under the RDR, Steve Buttercase meets a restricted network head who gets into a tangle over views on sales, fee levels and lifestyle planning.

Our RDR adviser's lunch with peers uncovers a dog's breakfast

In a sideways look at life in the RDR world, Steve Buttercase hosts a meal for local IFAs and finds most of them are still out to lunch regarding the challenges on their plates. Click through to see how things unfolded....

Our RDR adviser struggles through a fund sales pitch...

In this sideways look at life under the RDR’s independence requirements, financial planner Steve Buttercase is thankful for his investment sales relationship manager’s help in navigating the new world.

Our RDR adviser's 'helpful' meeting with a compliance consultant...

Fresh from his first day under the RDR, Steve Buttercase takes another sideways look at life in the new world. This time, client reports and investment suitability are on the agenda...

A day in the life... of an RDR adviser

It’s a productive first day in the office under the retail distribution review for Steve Buttercase, who takes a sideways look at the impact of the RDR’s plans.

Should financial planning be politically aligned to the left?

In light of the questionable ethics of complex tax strategies and the RDR about to price poor people out of financial advice, it may be time for financial planning to take a more socialist view, writes Steve Buttercase of Sense Financial Solutions.

The Games makers’ altruistic approach is one IFAs can follow

The post-RDR future of independent financial advice belongs to small firms that, like the Olympic Games volunteers, eschew incentives, rather than to nationals and networks, writes Steve Buttercase of Sense Financial Solutions.