The Single Financial Guidance Body (SFGB) has launched, bringing together the provision of debt advice, money guidance and pension guidance.
Changes to Monthly Assessments
From January 2019, Aviva Development Zone users will notice some improvements to the monthly assessments.
'For the Record' - Taking Effective Minutes
Minutes form a crucial part of the 'memory' of an organisation and there is a legal requirement for them to be taken in some circumstances. Here is a useful guide on effective minute taking...
Conflicts of Interest
The FCA have banned a UK investment professional from acting as a non-executive director for ‘failing to act with integrity’ – so what are the duties of insurance intermediaries regarding conflicts of interest?
How to Write a Report
Report writing is a much-needed skill in the workplace, but it can be hard to know where to begin. Nathan Matthews explains the key stages of putting together a well-written report.
A Timely Reminder…
It’s that time of year again… Kate Foreman highlights the importance of maintaining professional standards of behaviour, even when enjoying a seasonal celebration.
Fair and Personal Analysis and a Personal Recommendation
Terence Clark takes a look at two new terms which have entered the regulatory dictionary: ‘Fair and Personal Analysis’ and ‘Personal Recommendation’.
Assessing Customer Needs – Considering Vulnerability
Why is it important to have a robust vulnerability strategy?