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Consumer Duty: The Next Chapter

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Conscious Investing: A Whitepaper

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The Confidence Trick: A Whitepaper

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Suitability Reports: The Next Chapter

Defined Benefits: A Whitepaper



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World Class Files: A Guide

Suitability Reports: What’s Really Needed?

Consumer Duty: The Next Chapter

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At Retirement: A Guide

Consumer Duty Guide

Consumer Duty: A Guide

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Capacity for Loss: The Next Chapter

Vulnerability: A Guide

Direct Authorisation: A Guide

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A selection of freebies including samples, free templates and loads more!

TTFAC Flowchart

Factfind Template

Retirement Planning Report Sample

Promoting Customer Understanding: Mini Guide

Consumer Duty – Price & Value: Cost of Advice Template

Consumer Duty: Risk Assessment Template

Consumer Duty: Document Checklist Template

5 Top Tips for Report Writing

5 Top Tips for Report Writing

Budget Planner

Budget Planner

Microsoft Basics

Microsoft Basics Guide

Useful Resources

Useful Resources Guide

ASR One Pager

One-page Annual Suitability Report (ASR) sample

ASR Template

Annual Suitability Report (ASR) workable template

That Mint Podcast

That Mint Podcast; a fresh and funny take on the world of finance

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Tech Talks: Securing Trust in a Digital World

‘Report’ing for Duty

Tax-Advantaged Investments: A Real Wrap Battle


Stand Out From The Crowd

Don’t cut the CRP

Portfolio Creation Done Right

Trick or Treat Your Templates

Tart Up Your Templates

Diving Into Platform Due Diligence

A Nod to Prod

Centralise Your Investment Proposition

We Are Live 2021

Project 2030

We Are Live 2020