GDPR – two years on
A quick look at the impact of GDPR, and the issues, two years on.
2020
Market downturn – communicating with clients
What should you tell clients about their investments in the current emergency?
FOS limit changes
On 1 April 2019, the FCA increased the Financial Ombudsman Service’s award limit from £150,000 to £350,000. This applies to […]
COVID-19 and vulnerable customers
Some readers might remember that the FCA issued a guidance consultation paper in July 2019, GC19/3 – Guidance for firms on […]
FCA Business Plan – 2020/21
The FCA has published its Business Plan for 2020/21.
Launching 3 new Content Management Features (Providers, Investments & Custom Appendices)
The one with Providers, Investments & Custom Appendices
COVID-19 and vulnerable customers
The COVID-19 pandemic might result in additional client vulnerability.
Financial Ombudsman Service – updates
Changes to Complaints leaflet and impact of COVID-19 on response times.
FCA data strategy
Key points from the recent FCA Data Strategy workshop.
BREXIT transition
The UK has now left the EU. Find out what the transtion period means for you and your clients.