Timeline Listing Style
January, 2024
The transformative impact of employee growth in financial planning
Value, value, value. The theme for 2024?
Purpose in financial services – what’s the point?
Taking on somebody else’s T&C Scheme
The unintended consequence of long term repayment loans
Unintended consequences
Credit Services Association – a view from Learning and Development
Transitioning from Solvency II to Solvency UK
What’s gone wrong with equity release advising and how to fix it
What to make of the FCA’s latest proposals to close the advice gap
How to embrace technology but keep your humanity – implementing a RegTech solution
News from our Sponsors
October, 2023
Evidencing Consumer Duty, are we there yet?
Consumer Duty: there may be trouble ahead…
Consumer Duty shaping the boundaries for advice
So, where are we now?
Why professional development in financial services is vital
Why we should all start learning from complaints
Traits of a self-directed learner
The importance of psychological safety for the neurodiverse
Boost recruitment, retention and development through training
FOS complaints see a worrying uptick
Technical Knowledge May Not be Enough
Choice architecture and the restaurant wine list