PFS: Don't let new FCA vulnerable client review overwhelm you
The Financial Conduct Authority has recently announced a review of customers in vulnerable circumstances, paying particular attention to older customers.
Source: moneymarketing.co.uk
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Improving lenders' consumer duty through data & technology
To ensure that financial institutions offer a consumer-centric approach to credit, the UK government has introduced pioneering industry-wide regulation, a new
Source: ifamagazine.com
MCS consultation targets low carbon accreditation overhaul
The Microgeneration Certification Scheme (MCS) is targeting a significant overhaul of its accreditation process for installing low carbon technologies
Source: hvnplus.co.uk
90% of investment firms still rely on manual processes and spreadsheets
The report, Investment management industry outlook 2023: strategic priorities, operations, technology and regulation, outlines the findings of a recent survey
Source: ifamagazine.com
Disproportionate burden: Consumer Duty and smaller advice firms
Steve Owen asks if Consumer Duty compliance is placing a disproportionate burden on smaller firms...
Source: professionaladviser.com