News

Workplace pensions and Auto-enrolment – June 2013

The purpose of this article is to highlight some of the obligations which will fall on employers in relation to setting up a pension scheme for workers and how CDC Wealth Management is able to support firms through the process. The issue of workplace pensions...

Important developments for CDC and for you – May 2013

Proud to be Chartered Financial Planners We have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff...

Press release – CDC Wealth Management achieves Chartered Status – May 2013

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners’ title to CDC Wealth Management, one of the North East’s leading providers of financial advice. Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability....

Press release – CDC Wealth Management awarded Discretionary permissions – May 2013

North East based financial advice firm, CDC Wealth Management, has recently been granted discretionary investment permissions by the Financial Conduct Authority (FCA). Discretionary Investment Management can be simply defined as “an account in which an investment manager makes the buy and sell decisions without referring to...

2013 Budget Summary – March 2013

Budget Summary 21st March 2013 Yesterday saw Chancellor George Osborne deliver his budget set against a struggling economy and the recent downgrade of the UK’s prized AAA status. The Chancellor was determined to stick to his austerity message, particularly given the downgrade and how markets would perceive...

Don’t ‘Bank’ on meeting your Adviser! – March 2013

Getting your adviser to meet you, might be harder than you think! The start of 2013 marked a watershed for the Wealth Management industry. The Retail Distribution Review, or RDR as it is known, will come to be seen as a seminal moment in the...

Retail Distribution Review – January 2013

New regulatory environment On 31st December 2012, the Financial Services Authority (FSA) is introducing new rules that affect the financial services advice market called the “Retail Distribution Review” (RDR). Its aim is to ensure that customers get good quality advice, products and services suited to their...