Ongoing advice services and retirement income advice are key priorities in the latest FCA update
08/10/24
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Section 166 skilled person reviews
When there’s a lot at stake, you want the best.
That’s why over 25 firms have chosen us to demystify what’s required and help them navigate the intricacies of a Section 166 to appropriate outcomes.
With our feet firmly in innovation and technology, we use our efficiency expertise to build an approach that’s right for your business model and your customers, whilst being commercially balanced.
What we do
We pride ourselves on providing a cost-effective and proportionate solution without compromising on technical competency. Our skilled people are professional, fair and balanced, bringing a practitioner’s view that is focused on the right outcome for your firm, your customers and the FCA.
What we are required to do in an s166 review depends on its scope, and on the regulator’s expectations. But throughout any s166 review, we’ll work with you to:
- Co-operate openly and transparently with the review and the regulator.
- Work out if there are any issues, then come up with a plan to fix them.
How we do it better
Trust the specialists
Our regulatory specialists have the deep subject-matter knowledge you need and previous experience acting as an individually nominated skilled person.
FCA relationship
We’ve built a successful working relationship with the FCA. We know what it's looking for and how you can meet those expectations.
Value driven
We provide commercially balanced solutions and seek efficiencies where possible while also satisfying regulatory expectations.
Connect with us
If you’re facing a S166 now, or know you will be, speak to us about how we can help.