Filter by —
Guide to Equity Release advice: the building blocks to great outcomes
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.
Suitability lessons learnt from the British Steel pension scandal
Whether the FCA will install a redress scheme for British Steel advisers remains to be seen, but what steps can advice firms take to both avoid a similar pensions crisis in the future and root out potential risk in their back book?
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
How we're breaking the Iron Triangle
The 'Iron Triangle' is the delicate balance between quality, cost and speed. Most file review projects struggle to achieve all three. Here's how our technology has made it possible.
The what and how of ongoing suitability
While so much time and effort is put into getting that initial advice right, what happens when a clients’ circumstances change? Can you be certain that advice is still suitable?
High-performance file reviews, powered by RegTech
We've halved review times
Case Study: Outsourced business assurance accelerated by RegTech
Discover how our high-performance business assurance helped a client deal with a fluctuating workload faster and with superior quality!