"Without question, a key area of focus will be the additional guidance on assessing suitability." TCC Associate Director David Boyhan comments...

We explore how robo-advice can benefit firms and assesses whether it'll be a threat to advisers in the future.

"A joint pension strategy is a good start but there needs to be greater collaboration and interaction."

Advisers may need to cull potential clients from lists if they do not have explicit consent to hold their data.

In the run-up to the introduction of the GDPR, here is a checklist of steps firms should be taking to stay ahead of the game

TCC speaks to Money Marketing.

We discuss the FCA's focus on DB pension transfer pricing with FT Adviser's Ima Jackson-Obot

We speak to The Times about the high costs some consumers face from DB transfers

TCC talks about on vulnerability in an article for Complinet

With the FCA making the protection of the vulnerable a high priority, we provide essential tips for effectively handling those customers.

We've seen confusion from many firms trying, without success, to interpret the GDPR. Lorraine Mouat mythbusts the most common misconceptions to help firms gain clarity from the complexity of GDPR requirements.

TCC's David Boyhan provides his views on the topic of portable fact finds following the FCA's published guidance last week on its decision for clients to bring their fact finds from previous advisers.

We examine why firms must be prepared for a number of process changes no matter whether they choose the FCA's option of recording conversations or taking written notes.

We examine why firms must be prepared for a number of process changes no matter whether they choose the FCA's option of recording conversations or taking written notes.