Pincer tactics across the Pensions landscape
In an open consultation published on 30 January 2023, the DWP, FCA and TPR invited…
Yearly Archives: 2023
Can the mortgage market avoid another category of mortgage prisoners?
The law of unintended consequences is looming its ugly head again. When the Chief Executive…
The ascendency of the CRO – why Consumer Duty is revolutionising the role
Consumer Duty is driving positive change across Financial services; but with that comes challenge. Chief…
Is there a hidden cost of choosing not to participate in training?
Like many consultants, I am of a certain age. I started my banking career just…
Data Day: how to get your message across when you using data heavy presentations, live or online
There is no shortage of data in financial services. Yet there may be a shortage…
How the value for money framework informs the consumer duty
The DWP’s consultation on measures for a new value for money framework, which closed on…
Supporting vulnerable consumers in Financial Services: The role of identifying needs and providing appropriate products and services
It is safe to say that with all the inevitable backlash of Covid and the…
FCA Live & Local – Consumer Duty The most fun that a compliance consultant can have with their clothes on
I attended the first London delivery of the Financial Conduct Authority (FCA) Live & Local…
Using The Consumer Duty as an opportunity to drive organisational change in the insurance industry through learning and development
The pace of change in the insurance industry over the last few years has seen…
Succession planning
All firms need to consider what will happen to the business in the future, no…