Last year Apricity released a guide on our favourite subject, capacity for loss (we’re sure it’s your favourite too). A year on and we thought we’d release a new guide, replacing our original guidance and reflecting The Verve Group’s current stance.

This encompasses how we look at capacity for loss and present it from a paraplanning perspective, all the way through to how we check a file from the compliance side. We have listened to advisers, the industry and our own team on how capacity for loss works internally and want to share that with you.

The aim of this paper is to look at the regulator’s guidance (yes, there is some, albeit limited), take feedback that we have received from you and present all of that into a tangible guide for you to digest at your leisure.

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