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Financial misinformation is no longer a fringe annoyance; it is a mainstream risk that increasingly shapes the choices of people…
Financial pressure, complex claims and rising customer expectations are reshaping how banks and insurers operate. Every day, customers call with…
The mortgage market is changing fast. FCA reforms are rewriting the rules, and technology is reshaping the way we borrow.…
I and a wide group of colleagues are considering becoming the proprietor of a CDC pension scheme that we make…
In this Q&A session, we dive into a topic that affects every financial services firm: Training & Competence (T&C). And…
Is my T&C Scheme on the naughty list? It’s that time of year when letters are winging their way to…
When the Senior Managers and Certification Regime (SM&CR) was first introduced in the wake of the financial crisis, it wasn’t…
I’m writing this article a week before the deadline for the second annual Consumer Duty Board Report (CDBR#2). Working with…