Your RFP process….. it’s everything and nothing
On the 16th March this year, Andrew Bailey, Chief Executive of FCA, gave a speech…
Yearly Archives: 2017
Adapting firms’ culture to meet the needs of the FCA Certification Regime
Introduction of the FCA’s new Accountability Regime continues apace. The one-year Transitional Period for issuing…
Responsible thinking
It is now exactly a year since the Financial Conduct Authority (FCA) formally implemented the…
Performance planning – for or against?
Those of us who work at the front end of financial planning are very used…
Some thoughts on Insights Discovery®
Insights are generally considered a good thing, and discovering something is usually a good thing…
The Certification Regime – an introduction
Jeff Abbott looks at the increased accountability regulations focusing on the certification regime and what…
One man’s poison is another man’s meat
I think we have all established that 2017 is going to be a busy year,…
Creating a culture of compliance for the SMCR
What is culture? The Oxford English Dictionary defines it as – ‘The philosophy, practices, and…
Fixing meetings with bought leads
Practitioner tips to ensure you maximise the investment you’ve made on internet generated leads. Fixing…
Why the important financial decisions we take need professional advice
The most important single financial decision facing the baby-boomers of middle England today is what…