44 Results found.

Suitability and Equity Release: How well do you know your client?

Insight — 24/11/21
The equity release market has enjoyed a surge in activity in recent years as more and more people look to release cash from their properties. But how can you be sure it's truly the best choice for your customer? In Money Marketing, TCC's Technical Director David Boyhan discusses why it's crucial to

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

Insight — 04/05/21
The FCA's focus on the DB transfers market is unyielding. And with the regulator continuing to assess the market from the data submitted in regulatory returns, the risk remains that unsuitable advice and poor file quality will catch you out. We’ve conducted thousands of DB transfer file reviews ov