FG21/3: The future of retirement advice?
In March 2021, the FCA issued FG21/3: guidance on advising pension transfers. You may note…
In March 2021, the FCA issued FG21/3: guidance on advising pension transfers. You may note…
By the time firms read this article, there will be roughly one month left to…
Having run supervision workshops for so many Senior Managers over the years, I would be…
Let’s get the elephant on the table – you can’t TRAIN your way to a…
One of the tasks undertaken as part of the supervisory process for advisers is a…
The cost effective way to boost your credit, collections, compliance, counter fraud, and debt advice…
Since my last article I have had a trip to France cancelled for the third…
Continuing with the theme of Training and Competence (TC) excellence, my previous blog highlighted a…
When we talk about the future it often conjures up images from science fiction novels,…
The 8 vital aspects of presenting to a camera lens compared with presenting live face…