Do advisers or clients fully value pensions?
It seems odd that something as universal as money, can be valued in such different…
Browsing: Opinion
Time to look again at apprenticeship schemes
Firms in the insurance sector have been slow to take advantage of the generous financial…
Who are vulnerable customers – how to recognise their needs?
Who are vulnerable customers and how can you learn to recognise their needs? 24,100,000 people.…
Regulatory fines – do they improve the way firms treat customers?
It gives me no pleasure to write about regulatory fines – it really doesn’t! As…
CII July 2020 exams – Bumps, blockages and booby traps
So, the CII July 2020 remote exams have come and gone with many experiencing technical…
Value for money in pensions – why it is so important?
We have seen two regulatory publications over the pandemic one from the FCA and the…
Training for the new normal
At the time of writing, the UK appeared to be teetering on the brink of…
Emerging risks – especially in a crisis
I thought I would follow up my column in the last edition, ‘Business as usual…
5 Conduct Questions – Conducting ourselves properly?
In 2019 the FCA embarked on engagement work entitled 5 Conduct Question Programme, an exercise…
Managing staff working from home
Getting the best from people working from home has lately become a core skill for…