We are pleased to announce the appointment of Alistair MacDougall as Technical Manager.
Alistair brings a wealth of industry experience to ATEB, having worked in Financial Services since 1973. Previous roles include Head of Academy for Capita/Lloyds Bank and a variety of senior management roles for a national IFA. Alistair founded and ran a consultancy business in 1998 and since then has worked with a variety of clients, including Insurance Companies, Banks, Wealth Managers and Advice firms, in the UK, Channel Islands and Europe.
He has created and run Leadership and client facing skills programs for many well known financial firms.
In the run up to RDR, Alistair worked with many IFA firms to help them prepare for RDR changes and he presented workshops around the UK on RDR changes, Investment Process, Effective Pricing Models and VAT.
He has written many articles for the financial press over the years and has a broad range of expertise and knowledge that we know will be of value to our clients.
Consumer Duty starts to take hold
Lisa Cross Compliance
Consumer Duty rules will take full effect from 31 July 2023. However, it is starting to show its face already. This message is now appearing on Connect in some circumstances. “The majority of firm types that need to apply for authorisation or existing firms seeking to vary their permissions will need to comply with […]