The CII’s level 6 pension exam, AF3 Pension Planning, from April 2018 was superseded by…

FCA Management of long-term mortgage arrears and forbearance [TR18/5] requires a re-focus on Treating Customer…

For our clients in the general insurance sector, 2018 was blessed – or burdened, depending…

I watched the film “The Big Short” again in the run up to the festive…

Although over 3,000 firms are required to submit complaints data to the FCA the number…

‘I love deadlines,’ Hitchhikers Guide author Douglas Adams once remarked. ‘I like the whooshing sound…

Imagine you are sitting in a large auditorium waiting for a Portfolio Manager from a…

Recently, one of our PTS clients contacted us to say that they’d just had an…

Here is an extract from CP18/07: 4.27 In our view, if triage is to be…

There are more than four million managers working in the UK today. The majority of…