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.…
Browsing: Opinion
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…
Defined benefit transfers: CP19/25 becomes PS20/6…
On 5 June 2020 the FCA issued new rules and guidance on a variety of…
Unintended consequences
Here, now 3 months into the COVID outbreak in the UK what are the issue…