Insurance Brokers

The products and services outcome rules require firms to ensure that all products and services meet the needs, characteristics, and objectives of customers in the identified target market. How can firms ensure they are taking these into consideration when designing a product or service?

Principal firms and their ARs have only a month remaining to meet the new requirements on information and reporting. What are some of the changes and how much of an impact will it have for firms?

In an effort to clamp down on greenwashing, the FCA is proposing new measures on how terms like ‘ESG’, ‘green’ or ‘sustainable’ can be used, to help avoid the misleading marketing of products and services.

Last week, we looked at manufacturer's responsibilities under the products and services outcome of the Consumer Duty. But what does it mean for distributors?

The product and services outcome rules are broken down into those that apply to manufacturers and those for distributors. What are the implications for manufacturers?

A recent report has highlighted that ESG will play a major role in the future of underwriting. What does this mean for firms and what steps can they take to plan their own ESG journey going forward?

What must firms consider under the products and services outcome of the FCA’s new Consumer Duty?

The terms ‘equality’ and ‘equity’ are often used interchangeably, but in practice they are completely different. In this article we explore what they mean and how they can be implemented.

Last week, we looked at how behavioural biases might affect consumers’ financial decision making, but how should these biases be considered by brokers in relation to the new Consumer Duty?