A deep dive into the current focuses in finance, including whitepapers, guides and free resources.
Consumer Duty may seem all-consuming, but we’ve got your back. From regulatory help to resource, from PROD to paraplanning, we’ve got you covered!
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Built for individuals who are considering making the leap into the world of direct authorisation, to help them establish the pros and cons and whether the decision is right for them.
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For many business owners, compliance looms in the background - It's something to 'get right' or face the consequences later. But what if compliance could be seen from a different perspective?
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Since the FCA’s thematic review into Retirement Income Advice, the timing is not just right for us to impart our thoughts, research and guidance, but it is imperative that firms now take on board what the FCA found in their recent review.
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