FIT for purpose?
The Fit and Proper test for Employees and Senior Personnel sourcebook, or FIT is in…
Yearly Archives: 2025
The unsung heroes, uncharted paths: It’s time to redefine career journeys in financial services
Building a business academy for financial Services Much has been sung about the virtuosity of…
Are we really transforming people?
In a world where leadership and learning are rapidly evolving, organisations must move fast to…
Are we doing enough to lead the horse to water?
Vulnerability and the link to the advice gap is something I have written about in…
Where’s the printer?
In the client facing area of financial services, there is a school of thought, that…
Investing in Collections Team training: A critical priority for financial services
In the heavily regulated world of financial services, we all know that compliance and customer…
Guiding clients past hesitation – In the later life marketplace
Equip advisers with psychological and NLP tools to better understand client hesitations, build rapport, and…
What’s the driving force behind the increase in mortgages being arranged on fixed interest rates? Is there an issue brewing?
Anyone involved in the residential mortgage lending world will be acutely aware of the massive…
Déjà vu – Do we learn nothing from history?
With so much interesting news around, I run the risk of simply adding column inches…
Who is regulating your pension?
There is speculation that the current system, where the Financial Conduct Authority (FCA) regulated insured…