How-to guides Archives

From double checking your customer's understanding, to getting all your evidence lined up - here's some of the common weaknesses we see in Equity Release advice, and how to avoid them.

27/08/21 Download

How-to guides

eBook: your complete guide to culture change

From accurately assessing company culture, to implementing lasting change and everything in between. Here's what you need to know about culture transformation.

18/05/21 Download

How-to guides

Trends in DB transfers: how far have we come, really?

From missing information, to lack of evidence - here's what we're seeing in the DB advice market

04/05/21 Download

How-to guides

Connecting you to insight: Supporting your vulnerable customers

25/02/21 Download

How-to guides

Decode company culture: How you can take on the culture challenge

11/01/21 Download

How-to guides

How to help your customers bounce back in 2021

Connecting compliance to customer outcomes

18/12/20 Download

How-to guides

Quick guide: the FCA's approach to Conduct & Culture

18/12/20 Download

How-to guides

Quick guide: compliance in the age of Covid

18/12/20 Download

How-to guides

GMP Equalisation: what you need to know

Following a High Court ruling, pension schemes will need to revisit 30 years' worth of transfers to check whether members lost out as a result of GMP.

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BNPL regulation has arrived: the compliance challenge now is proving good customer outcomes

Money Marketing: How foreseeable harm is changing under Consumer Duty

Customer journeys and vulnerability lessons from the FCA's basic bank account review

How the Mills Review could reshape AI governance in financial services

Citywire: Platforms strengthen AML oversight amid regulatory focus

Four key takeaways following the FCA’s partial suspension of proposed motor finance scheme

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Preparing the motor finance industry for the surge in commission complaints

Beyond day rates: why interim resourcing deserves a strategic lens

Equity Release: Get your five-step guide to Consumer Duty compliance

Your complete guide to the FCA's Business Plan 2023/24

How to prepare for the Consumer Duty’s Price and Value outcome

Your four-point plan for successful British Steel pensions redress

Three steps to the Consumer Duty starting line

FCA Outcome 4: Consumer support

FCA Outcome 3: Consumer understanding

FCA Outcome 2: Price and value

FCA Outcome 1: Products and services

How to prepare for the FCA's new Consumer Duty regulations for positive, compliant outcomes

Guide to Equity Release advice: the building blocks to great outcomes

eBook: your complete guide to culture change

Trends in DB transfers: how far have we come, really?

Connecting you to insight: Supporting your vulnerable customers

Decode company culture: How you can take on the culture challenge

How to help your customers bounce back in 2021

Quick guide: the FCA's approach to Conduct & Culture

Quick guide: compliance in the age of Covid

GMP Equalisation: what you need to know

Connecting the dots: regulatory priorities for 2020/21

Connecting the dots: Your guide to the FCA's Sector Views 2020

Connecting you to insight: Trends from regulatory due diligence