News Three key steps to ensuring Consumer Duty readiness With the FCA’s deadline for implementation plans confirmed for 31st October 2022, firms 24/08/22 Go to article
New Consumer Duty: firms are required to have an implementation plan in place by October 2022 The wait is over, after over a year of debate, speculation and rumours from all corners of the 27/07/22 Read more
News Consumer Duty myth-busting: what do firms need to know? Despite only weeks to go until the final Consumer Duty rules are announced, 15/07/22 Go to article
Two million missed payments and counting: the realities of the cost-of-living crisis Why technology is the critical element when equipping your C&R function to better handle the inevitable influx of new calls 13/07/22 Read more
Watch on-demand: what's on the horizon for the wealth industry in 2022 and beyond? Our panel of experts discuss how the wealth industry is changing, and delve into the latest research. 15/12/21 Read more
Listen on-demand: diversity & inclusion webinar series Listen to our two-part webinar series to find out all you need to know about the hottest topic at the regulator - diversity & inclusion. 05/11/21 Read more
How-to guides 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. 27/08/21 Download
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? 29/06/21 Read more
How-to guides How to help your customers bounce back in 2021 Connecting compliance to customer outcomes 18/12/20 Download
It's a win-win for mortgage forbearance with a tailored approach Make the lives of your customers easier in stressful times while earning yourself a strong reputation. 20/11/20 Read more