We are delighted to inform you that John Begg, Senior ATEB Consultant, has achieved the industry’s Chartered Status awarded by the Chartered Insurance Institute (CII).
As you know, Chartered Status is an exclusive title that reinforces the highest standards of professional practice.
John has added enormous value to our business since his arrival a few years ago. He brings 30 years of industry knowledge and experience, a critical eye, excellent analytical and consultancy skills and not least a wicked sense of humour.
FCA Retirement Income Advice Survey – a threat or an opportunity?
Paul Jay Compliance 2015, EBI, FCA, Lifetime Mortgage, Mortgage, Pension, PI, platform, transfer
We drew attention to the FCA’s Retirement Income Advice Survey in our ‘What lies beneath?’ article last month and there has been plenty of commentary in the industry press about the survey since, most of it covering how generally intrusive and onerous completion is, but are there some benefits to be had here? It’s hard […]