The FCA will shortly be asking a sample of Insurers, Price Comparison Websites and Insurance Intermediaries to complete a short survey to assess their preparedness for the introduction of the new rules on general insurance pricing practices as outlined in the recent Policy Statement.
The survey will be sent to firms on 16 July 2021 from the following mailbox: GIPricingPractices@fca.org.uk
Firms will have 15 working days to respond and in any case responses should be made by no later than 9 August 2021.



New Ad-hoc Suitability Review Template
Doug McFarlane Suitability 2022, content management, Mortgage, Pension, Periodic Review, platform, Power of Attorney, Suitability Review, Switch, transfer, Update
We have completed the latest upgrade to ATEB Suitability on 10th November 2022. This update comes at no additional cost and provides various template related enhancements as well as a brand new template designed to assist firms in producing fast and compliant ‘ad-hoc business’ reports/letters outside of annual review. Full details of the enhancements can […]