Timeline Listing Style
October, 2022
High Risk Investments
Let’s worry for mortgage borrowers not on a fixed rate – what can/should financial advisers be doing?
Setting achievement goals in your mortgage business
Supporting the supervisor
Key strategies for team empowerment
How pension dashboards may shape the new consumer duty
Diversity and Inclusion
The Consumer Duty – T&C next steps
August, 2022
July, 2022
Measuring employee competence
An outcomes based future: Are you on the journey?
Consumer Duty – coming to a fact find near you
Changes to the Appointed Representatives Regime
Why CPD is here to stay
FCA requirements – Supporting mortgage customers in financial difficulty
Are investment pathways doing any good?
Modernising regulation – a work still in progress!
Setting achievement goals in your mortgage business
Technology is the way forward
Raindrops on roses
Delegate to elevate!
Post pandemic business planning