SIMPLYIFYING SUITABILITY REPORTS
Charlie Palmer
The New SR report for pension switching, is a triumph for a government seeking through legislation mandatory disclosures, springing out of Mifid, FCA papers and
The New SR report for pension switching, is a triumph for a government seeking through legislation mandatory disclosures, springing out of Mifid, FCA papers and
This week key client of BAT, IFAC launched its 2025 The Pension Switching auto report. For those who subscribe to IFAC documents, you can find
We’ve introduced several new functionalities to enhance this already valuable tool listening to all the feedback our users have provided after one year of SM&CR on BAT.
We’ve introduced several new functionalities to enhance this already valuable tool listening to all the feedback our users have provided after one year of SM&CR on BAT.
AI is officially here. It has become central to the innovation strategy especially in financial services where data accuracy, compliance, and operational efficiency are paramount.
Social media activists face the courts. Great news! Unlicenced financial advisers are being prosecuted by the FCA. see here This apparently includes Love Island contestants
Batsoftware presents five key recommendations for using AI safely without compromising information.
Batsoftware presents five key recommendations for using AI safely without compromising information.
In a shocking development that has sent ripples through the cybersecurity and financial advisory sectors, Microsoft’s latest AI innovation, Windows Recall, has been branded a
My uncle was one of the heroes of the second world war, born in 1912, his war in the desert and his brother officers in
