Act now: save time before it’s too late!
One of the most popular one-day training workshops my firm offers is one entitled simply…
Browsing: Opinion
Death benefits (before and after aged 75)
This is the biggest area of change post-6 April 2015. There could be two BCE’s…
Mortgage fraud – watch out for ‘first party’ fraud as mortgage prisoners become more desperate
The recently released annual fraud report by Experian shows that, yet again, mortgage fraud topped…
The Spectre of MiFID II
January 2017 seems like a long way away at the moment, we have two Christmases,…
Leaders in the making?
My firm can and does teach people how to be good leaders; but leadership is…
Pension for a new future
The taxation of pensions act 2014 has been laid before us. It received royal assent…
Complaints- who wants them!
I have worked for many regulated firms. I have never felt that any of the…
People risk – the biggest Conduct Risk?
Who would have thought that December 2014 would be so busy? To be honest 2014…
New insights on anti-bribery and corruption regulation in the insurance broking market
The Financial Conduct Authority (FCA) recently published a report on the outcome of its thematic…