Trusted compliance partner

26/11/19

Is recording advice conversations worth it?

Is recording advice conversations worth the effort? We discuss with FT Adviser, exploring why even small firms need to think about taking the leap.

Essential industry insights and analysis of latest critical regulatory priorities

The financial services sector has been abuzz with a variety of pressing issues - from ongoing advice services, motor finance and Consumer Duty expectations, to the crucial role of technology for outcome evidencing.

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Is recording advice conversations worth it?

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Essential industry insights and analysis of latest critical regulatory priorities

Insurance edge: Pure protection in focus

AI in financial services: a turning point for regulators and firms

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FCA’s Value for Money framework for defined contribution pensions gathers pace