Training trainers
Not that we’re trying to do ourselves out of a job or anything, but one…
Browsing: Opinion
Introduction to AF8
The CII’s level 6 pension exam, AF3 Pension Planning, from April 2018 was superseded by…
Re-focus on Treating Customers Fairly
FCA Management of long-term mortgage arrears and forbearance [TR18/5] requires a re-focus on Treating Customer…
Training in a year of multiple regulatory deadlines
For our clients in the general insurance sector, 2018 was blessed – or burdened, depending…
Learning the lessons of history
I watched the film “The Big Short” again in the run up to the festive…
T&C Fact or Fiction
Thank you for taking the time to consider the fact or fiction questions. You have…
T&C Fact or Fiction
Thank you for taking the time to consider the fact or fiction questions. You have…
FCA data and complaint handling review; a new approach required
Although over 3,000 firms are required to submit complaints data to the FCA the number…
Getting insurance people ready for IDD
‘I love deadlines,’ Hitchhikers Guide author Douglas Adams once remarked. ‘I like the whooshing sound…
Am I an information giver?
Imagine you are sitting in a large auditorium waiting for a Portfolio Manager from a…