How to survive Consumer Duty
Tom McPhail and Mike Barrett talk through the key issues from the 200-odd pages from the FCA’s Consumer Duty papers.
Consumer Duty: Cut out and keep guide
The FCA has published the final rules for the Consumer Duty, the implementation period has been confirmed, and it is over to you dear adviser/platform/asset manager/tech supplier (delete as appropriate) to make the necessary changes. The good news is, as you would expect, we’ve got your back. We’ve been busy with our own readiness program […]
The Top Class Wednesday Update pays attention to its pension
I’m not Mike Barrett and this update is not about the Consumer Duty. It turns out you’ll have to wait a bit longer for that. Instead … Friends, Romans, countrymen, show me your pension statements. In fact, let’s go to the pub and chat enthusiastically about retirement provision adequacy and risk-adjusted net returns. It’ll make […]
The Top Class Wednesday Update hasn’t got a hangover
It is probably fair to assume a good number of our TCWU readers attended the Professional Adviser awards last night. I hope you all had a great evening and are feeling bright and energetic. Mark has been “in meetings” all morning, so for this week I’m on update duty. Fear not – there will be […]
The Top Class Wednesday Update says wan oot all oot
A shorter than usual Update this week, siblings, as many of you will have been plagued by us already with communications about the beta launch of MPS Analyser to sit alongside Platform Analyser. And we certainly don’t want to test the limits of your endurance, not least as many of you are about to head […]
The Top Class Wednesday Update is often inappropriate
A busy Update this week; looks like the holiday hangover period is well and truly done for. It may not be the only thing that’s done for this week, but entertainment is going to have to wait. The big news this week is the FCA’s new Consultation Paper (CP22/2, which must equal CP11, no?). This […]
The Top Class Wednesday Update would like a laser pen please
Afternoon all. Mike here. I’m taking control of the weekly update whilst Mark puts up the Christmas decorations in anticipation of the first lang cat office party for two years tomorrow afternoon. Apologies in advance to anyone I bounce to voicemail on Friday morning…. My favourite part of any James Bond movie is when he […]
The Top Class Wednesday Update is all about efficiency
Hello, Natalie here. Mr P is off on holiday, enjoying the balmy 7-degree temperatures of somewhere in Scottishland, so it falls to me to update you all this week. I had the genuine pleasure of attending the PA 360 conference in London a couple of weeks back. It was my first proper in-person conference for […]
The Top Class Wednesday Update embraces resistentialism
Have you ever heard of Paul Jennings? You know, the humourist who worked for The Observer throughout the fifties and sixties and who wrote The Great Jelly Of London? I haven’t, but for the purposes of this week’s Update I’ll pretend that I have because it’ll lead nicely into my main topic. Even if you […]
The Top Class Wednesday Update prefers shorter duration bonds
I took no pleasure in that Bond joke. There are some things you just have to grit your teeth and get on with. And when you work in finance and someone releases a Bond film lasting nearly three hours, a bond duration joke is one of them. It’s not glamorous work, but someone has to […]
