Exploring FCA Assessing Suitability Review II

In this webinar, Martin Lines from Just and Paul Boston are joined by financial services technical and regulatory expert, Rory Percival. Together they explore the FCA’s motives and objectives regarding the second Assessing Suitability Review due in the Autumn, as well as provide insight to help with reviews of internal advice processes.

Exploring FCA Assessing Suitability Review II

4 May 2020

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The lang cat host HomeGames #42 with Bill Vasilieff

18 March 2021

From the lang cat: Our guest on HomeGames today was a legend of the platform sector. Bill Vasilieff was there for Selestia in the early days, and then set up…

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Guest Spot: Encouraging a more principled approach to sustainable investments

15 June 2021

Julie Dreblow, Director of SRI Services on the keynote Good Money Week conference speech ‘Building Trust in Sustainable Investment’ by Richard Monks, FCA Director of Strategy…

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In the Media

Ask yourself tough questions if selling your business – Keith Furniss

6 May 2021

But before you jump, you really need to ask yourself rigorously: ‘What exactly do I want to achieve?’ This will be a new experience to you and probably the biggest financial…

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Novia User Update – Our latest enhancement to our Guaranteed Income solution

11 May 2021

For our latest enhancement, Implementation Executive Mark Wedge gives the latest User Update for Novia’s Guaranteed Income solution…