January 2024 Edition


Elephants Don’t forget – Nostradamus 2: A look ahead to T&C in 2024

Phil Ingle Associates – Purpose in financial services -what’s the point?

Baxters Business Consultants – The unintended consequences of long term repayment loans

Credit Services Association – a view from Learning and Development

Standards International – The transformative impact of employee growth in financial planning

Searchlight Insurance Training – Value, value, value.  The theme for 2024?

Archer Training – What’s gone wrong with equity release advising and how to fix it

RedTree Training –  What’s next for the financial adviser?

Performance Evaluations – Taking on somebody else’s T&C Scheme

1st Risk Solutions – How to embrace technology but keep your humanity – implementing a RegTech solution

Derek Davies – Unintended consequences

Compliance Matters – Transitioning from Solvency II to Solvency UK

Wizard Learning  – Regulators turn their attention to ‘Critical Third Parties’

Age Wage What to make of the FCA’s latest proposals to close the advice gap


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