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Compliance tip: Five steps to GDPR compliance

With the General Data Protection Regulation fast approaching, firms should be turning their attention to the necessary updates to policies, procedures and business practices required for ongoing compliance. This five-step framework will help guide you through the transition. Identify your data: It is essential firms have a clear understanding of the types of data they […]

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Could mortgage advice reform boost protection? 

A wider discussion around the risks of mortgage debt should increase protection sales. There is no regulatory requirement for mortgage brokers and advisers to discuss protection or go through the wider risks clients face when taking on mortgage debt. However, when advising clients on investments, various steps must be taken to ensure they are taking […]

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Preparing for the journey ahead

Simon Halifax – Senior Marketing Consultant  Life’s unpredictable as no one really knows what the future will hold. The reality is that there’s likely to be a few surprises or bumps in the road along the way on our journey of life These ‘bumps’ aren’t usually positive, so we try not to think about them and […]

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