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How-to guides How to help your customers bounce back in 2021 Connecting compliance to customer outcomes 18/12/20 Download
It's a win-win for mortgage forbearance with a tailored approach Make the lives of your customers easier in stressful times while earning yourself a strong reputation. 20/11/20 Read more
A Compliance Christmas Carol Let Scrooge's three ghosts take you on a journey of compliance past, present and future. 17/12/18 Read more
News Interrogating advisers' duty of care Continuing their efforts to ensure customers are treated fairly the FCA has published a discussion paper on 'duty of care'... 03/08/18 Go to article
News David Boyhan discusses whether contingent charging is all it's cracked up to be "We do not necessarily support a contingent charging model, but it is our view that banning the model will not lead to materially better outcomes for customers." 28/06/18 Go to article
News What do outstanding advice firms have in common? After sitting on the judging panel for the Money Marketing Awards, we reflect on the traits of outstanding advice firms... 22/06/18 Go to article
FCA consults on overdraft proposals to protect consumers in the high-cost credit and overdraft sectors High-cost credit is used by over three million consumers in the UK, generally those who are the most vulnerable. In light of this, the FCA is continuing its focus on the protection of consumers and its ongoing assessment of vulnerability. 18/06/18 Read more
News Treating vulnerable customers fairly Firms are still struggling to ensure that their vulnerable customers are correctly identified and supported throughout the customer journey. 07/06/18 Go to article
Summary: GC 18/2 – Fairness of variation of contract terms The FCA has decided to consult on new guidance on unfair contract terms. This is our summary of their guidance consultation paper. 04/06/18 Read more
