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Our latest resources.

A selection of whitepapers, guides, templates and webinars covering hot topics across financial services, all created by our team of experts. Our full webinar archive can now be accessed via DexteraTM

GROW: Professional Development

A webinar

🗓️ April 2025 | 🎥 2:00:16

Catch up on our latest GROW event featuring experts from Aspen, Vanguard and Clever.

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SPOTLIGHT: the AI series (featuring re:loa)

A webinar

🗓️ April 2025 | 🎥 57:58

Catch up on our first edition of SPOTLIGHT: the AI series where Cathi was joined by Gary from re:loa.

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BUILD: Retirement Income

A webinar

🗓️ March 2025 | 🎥 1:32:16

Catch up on our latest BUILD webinar featuring M&G and RBC Brewin Dolphin.

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The Dawn of Positive Compliance

A whitepaper

🗓️ January 2025 | 🕙 25 minutes

Verve explores what could happen if compliance was seen from a completely different perspective.

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TALK: The Nuts & Bolts of SDR

A webinar

🗓️ December 2024 | 🎥 00:48:01

Catch up on our latest TALK webinar where we were joined by EdenTree to discuss SDR.

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Retirement Income

A whitepaper

🗓️ April 2024 | 🕙 30 minutes

Co-authored with Brooks Macdonald, exploring the evolving regulatory landscape in the retirement space.

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Consumer Duty: The Next Chapter

A guide

🗓️ May 2023 | 🕙 25 minutes

The second guide in our Consumer Duty series, exploring the implementation of the new Duty.

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Consumer Duty

A guide

🗓️ July 2022 | 🕙 25 minutes

The first guide in our Consumer Duty series, exploring the introduction and considerations around the new Duty.

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Direct Authorisation

A guide

🗓️ December 2021 | 🕙 20 minutes

Exploring the considerations that should be on your radar before embarking on the journey.

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