Firms having to take a long hard look in the mirror over fees and interest payments
Many changes to the financial industry have been implemented because of the new Consumer Duty…
Author Philip Masey
Philip Masey
Philip Masey from Wizard Learning. Having worked in financial services for the past 12 years, Philip is an experienced Mortgage, Protection and Equity Release Advisor and also one of the lead authors at Wizard Learning. Alongside their online courses, Wizard Learning offer a monthly CPD package and now with an expanded team, they aim to provide a well-rounded, informative monthly course to help you develop your knowledge in an easy to understand format
Regulators turn their attention to ‘Critical Third Parties’
In a paper published on 7th December, the Bank of England, as well as both…
Consumer Duty shaping the boundaries for advice
On 9th December 2022, the Chancellor announced the ‘Edinburgh Reforms’ as part of a multi-step…