Holistic Advice
“The art and science of seeing wholes rather than just parts including the relationship of the parts to the whole.”
2014
FCA Consumer Credit Update
The latest FCA consumer credit email contains important information for firms
Budget 2014 Pension Reforms
Reminder: Budget Reforms Interim Guidance
Grammar
“This is the type of arrant pedantry up with which I will not put.” Winston Churchill
Supervisor’s Training Workshop
ATEB's next supervisory training workshop takes place on the 25th September, 2014.
Fair, Clear and Not Misleading
Are your suitability reports as clear as mud?
Expectations
Do your suitability reports meet the regulator's expectations?
Disadvantages
Why highlighting the negative is positive!
Clear and Concise Communication
Are you communicating clearly?
Consumer Credit – When to Apply for Full Authorisation
The FCA has issued guidelines to firms about when and how they should apply for full consumer credit authorisation. All […]