Intelligent compliance for outcomes that matter

By Alejandra Gorria-Zalvidar — 26/10/20

How IFA’s can step up for their clients

Alejandra chatted to FT Adviser this month about how IFA's need to be on the lookout for signs their clients might be in financial difficulty, and what to do about it.

Read the article

Latest Insights

News

Intelligent compliance for outcomes that matter

How advice firms should navigate the AI journey

Insurers urged to demonstrate fair value and good customer outcomes

Five key questions to consider when changing your advice model

Discretionary commission arrangements review – do I need to act?

Five key priorities for long-term Consumer Duty success

Case study: Flexible overflow business assurance relieves internal pressure

DSAR Case Handler
£175 per day, inside IR35

Contract

Complaints handler
£300 per day (via an umbrella), £325 per day during training

Permanent

Sales and Marketing Executive
Sales - United Kingdom (Remote)

Contract

Senior Redress Analyst
£450 per day (via an umbrella)

How IFA’s can step up for their clients

Filter by —

Latest Insights

How advice firms should navigate the AI journey

Eight essentials for looming Consumer Duty assessments

Consumer Duty: What does the FCA expect from ongoing advice services?

Assessing vulnerability: How can firms help mitigate risks of DIY SIPPs?