AF Exams – How to prepare with past papers and prevent common pitfalls
It’s a feeling every student knows, as you walk out of the exam hall feeling…
Browsing: Opinion
Diversity and inclusion
Issues around diversity and inclusion have featured prominently in recent pronouncements from the FCA. The…
FG21/3: The future of retirement advice?
In March 2021, the FCA issued FG21/3: guidance on advising pension transfers. You may note…
Outcomes-focused regulation ‘consumer duty’
By the time firms read this article, there will be roughly one month left to…
The end of the company pension scheme?
We have known for two decades that most employers no longer want to support defined…
Critical analysis – Strategies for students
In this article we look at the imprtance of being able to undertake a critical…
Bridging the Gap – Understanding vulnerable customers’ needs
Recent findings by the FCA estimates that 27.7 million adults in the UK are in…
What next for complaint handling?
It is that time of the year again when the Financial Ombudsman Service release its…
Do advisers or clients fully value pensions?
It seems odd that something as universal as money, can be valued in such different…
Time to look again at apprenticeship schemes
Firms in the insurance sector have been slow to take advantage of the generous financial…