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.
FCA Survey – problem question
Michael Senior Compliance 2022, FCA
We wrote recently about the latest FCA survey. This is mandatory and some firms have been querying how to answer one of the questions. The question asks – What are your estimated cash needs (fixed costs, known variable costs) and expected cash inflows between 1 March and 31 May 2022? (GBP) Please report the […]