33 YEARS AND COUNTING PART 1
Charlie Palmer
This week marks the 33rd year since I finished my Allied Dunbar sales-associate course at their training centre just outside Swindon. Two weeks, and we
This week marks the 33rd year since I finished my Allied Dunbar sales-associate course at their training centre just outside Swindon. Two weeks, and we
If you can’t demonstrate it, it never happened. That is the oldest saying in Compliance, and goes back to my days at Allied Dunbar. Time
The FCA published on the last day of October a review of the advice consolidation market. Their focus on monitoring, due diligence and procedures is
Why the FCA missed file checking in recent review of consolidation
Analytics, data and automation are setting new standards for retail financial services. IFAs and mortgage brokers have been slower than many other industries to grab
Cashflow forecasting tools designed for financial services are dead
It’s a bull market. The world of equity release is top of the pops at the moment, and living in a boom. It may end
The biggest problem with these events is talking to the right person. Time and again I am referred on to another person once I have
