Outsourcing to the ‘cloud’
The FCA has issued updated guidance for firms in relation to the use of outsourced IT services.
Alistair MacDougall
Rules and constraints on using FCA logo or FCA authorisation in a promotional way
Firms are reminded that they must not use the FCA logo or authorisation in a promotional way.
The Insurance Distribution Directive is almost here
The Insurance Distribution Directive (IDD) will impact all IFA and Insurance Intermediaries.
The FCA has moved!
Make sure you update your documents.
Pension Switch Issues
A recent FOS decision confirms regulatory and good practice requirements in relation to Pension Switches.
ATEB and GDPR
ATEB Data Protection Notice and GDPR. Important Reading.
Transfer advice – Insistent clients
Should you deal with insistent clients?
Supervisor training 2018
Don't miss this opportunity to gain, refresh or improve your management skills.
The ATEB guide to GDPR
Get your copy of the guide.
FCA Sector Views 2018 – General Insurance
Keep up to date with the FCA's current areas of focus.