Getting ready for the “people” phase of the European Mortgage Credit Directive.
During 2015/16 the focus of mortgage firms has been firmly fixed on those aspects of…
Yearly Archives: 2017
2016 Planning
Many businesses I speak with at this time of year often complain about the length…
The stark reality of the SM&CR for HR Directors
The Senior Managers and Certification Regime (SM&CR) is a great opportunity for the HR profession…
Update to the CISI’s Code of Conduct and mandatory CPD
The CISI has updated its Code of Conduct and made some changes to its requirements…
The evolution of AF3
With pensions transfer values looking increasingly attractive to retirees, demand is at an all time…
Refocus on T&C –the impact on Training
The arrival of the Financial Conduct Authority (FCA) in April 2013 heralded the new FCA…
Behavioural Economics – an introduction
Behavioural economics has been gaining a lot of attention from the financial services industry. The…
‘Norming’ the MMR
The good news is that the mortgage market outlook for 2014 is positively positive! Recent…
New Year, New Allowances, New Limits
This year the immediate planning issues for most professional pension advisers are likely to be…
Sales incentives – the balancing act!
One should not be surprised to see an enormous amount of column inches taken up…