What does your T&C scheme say about your organisation’s culture?
Asked this question, it would be understandable that your initial response would be ‘at least we have one!’. Remember under…
FCA Assessing Suitability Review 2
The FCA have announced a review of suitability, this time with a focus on the advice that clients receive in…
SM&CR – The people dimension
By Martin Schofield, Director, MSA (Training & Consultancy) Ltd and Vivek Dodd, Chief Operating Officer, Skillcast Although the financial crisis…
Prospecting: Still relevant, or consigned to history?
Thirty years ago, probably the only way to start your career in financial services as a financial adviser (aka company…
The enhancement of operational resilience
May you live in interesting times We certainly are at the moment. Financial service providers and regulators are wrestling with…
Working and learning from home
According to figures from the Office for National Statistics, by 2017 more than five million of us were spending some…
