Analysis & perspectives Archives

Press Release

Insurers urged to demonstrate fair value and good customer outcomes

Gary Maude, Director of Advisory Practice at TCC, shares his concerns for the insurance sector:

28/08/24 Read more

The challenges of Defined Benefit redress calculations

Ask Harry Eastwood: The challenges of Defined Benefit redress calculations

20/06/24 Read more

Discover how implementing provisioning calculations can significantly benefit your business

18/06/24 Read more

A reflection: Identifying potentially vulnerable customers then and now

The FCA issued Occasional Paper No.8: Consumer Vulnerability in 2015. It was published with

11/06/24 Read more

How to deliver fair treatment to customers who are (or may become) vulnerable

The FCA has recently imposed a fine of over

06/06/24 Read more

Consumer Investments Duty compliance for closed products and services

Ahead of the Consumer Duty implementation deadline of 31 July 2024 for all closed products

23/05/24 Read more

Longer-term mortgage loans surge in popularity with the under-30s

Longer-term mortgage loans surge in popularity with the under-30s Recent

15/05/24 Read more

How to establish a robust evidential trail and deliver fair value for assets under advice customers

As financial service firms await the findings from the FCA’s survey of

18/04/24 Read more

Consumer Duty: FCA review highlights risks for motor insurance customers

FCA outlines new expectations for motor insurers following claims handling review

10/04/24 Read more

FCA Business Plan: 2024/25

The FCA has released its annual

28/03/24 Read more

Regulatory focus on the needs of vulnerable customers for 2024

This month the FCA has published multiple communications which will ultimately impact how

26/03/24 Read more

FCA announces review into firms’ approaches to vulnerability for 2024

On

20/03/24 Read more

FCA urges advisers to re-assess retirement income support processes following review

The FCA has written a new

20/03/24 Read more

Eight steps to implement to support customers in financial distress

The 18th-24th March marks the tenth

20/03/24 Read more

Ongoing advice services and associated charges on FCA’s agenda – and the new focus of claims management companies

Ongoing advice services and any associated charges have been firmly on the FCA’s radar

01/03/24 Read more

Compliance in focus: Your experts' guide to Consumer Duty annual assessments

During its recent multi-firm

29/02/24 Read more

Three steps to preparing for a motor finance redress scheme

The FCA’s recent announcement of a

28/02/24 Read more

What you need to know: FCA's S166 Requirement Notices for motor finance firms

On 11th January, the FCA

29/01/24 Read more

2024 in focus: Are you prepared for the January resource rush?

It goes without saying that 2023 has been challenging for businesses and their customers alike.

13/12/23 Read more

Firms urged to be proactive in identifying vulnerable characteristics in pension transfer customers

The FCA has reiterated the importance of firms being alert to indicators of potential vulnerability

06/09/23 Read more

A peak of interest-only mortgages is set to mature in less than a decade

Mortgage firms should act now to support ‘challenged’ borrowers who may struggle to repay

17/08/23 Read more

FCA warns of risk posed by poor mortgage advice amid cost-of-living crisis

Following on from its 2020 review work with firms involved with Lifetime Mortgages, the FCA mentioned

Intelligent compliance for outcomes that matter

Navigating ongoing advice servicing challenges in wealth management

What firms should take from the FCA's latest portfolio strategy letter

Hopcraft: Is DCA PPI2?

FCA fines highlight the need for better customer support

How do large firms with an abundance of resources fall foul of FCA regulations?

Ongoing advice services and retirement income advice are key priorities in the latest FCA update

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Insurers urged to demonstrate fair value and good customer outcomes

The challenges of Defined Benefit redress calculations

Discover how implementing provisioning calculations can significantly benefit your business

A reflection: Identifying potentially vulnerable customers then and now

How to deliver fair treatment to customers who are (or may become) vulnerable

Consumer Investments Duty compliance for closed products and services

Longer-term mortgage loans surge in popularity with the under-30s

How to establish a robust evidential trail and deliver fair value for assets under advice customers

Consumer Duty: FCA review highlights risks for motor insurance customers

FCA Business Plan: 2024/25

Regulatory focus on the needs of vulnerable customers for 2024

FCA announces review into firms’ approaches to vulnerability for 2024

FCA urges advisers to re-assess retirement income support processes following review

Eight steps to implement to support customers in financial distress

Ongoing advice services and associated charges on FCA’s agenda – and the new focus of claims management companies

Compliance in focus: Your experts' guide to Consumer Duty annual assessments

Three steps to preparing for a motor finance redress scheme

What you need to know: FCA's S166 Requirement Notices for motor finance firms

2024 in focus: Are you prepared for the January resource rush?

Firms urged to be proactive in identifying vulnerable characteristics in pension transfer customers

A peak of interest-only mortgages is set to mature in less than a decade

FCA warns of risk posed by poor mortgage advice amid cost-of-living crisis

AI RegTech helps mortgage firms monitor and evidence outcomes

The FCA’s Retirement Income Advice survey: what firms need to know