The FCA’s Client assets sourcebook (CASS) is among the most demanding and consequential for financial services firms. Only so much regulatory responsibility can be outsourced in this area and firms will need in-house expertise by Paul Bryant
An Extinction Rebellion protest took place outside your work. Your line report, Lorena, a senior investment manager, was featured in the news and interviewed with other protestors outside the building. What would you do?
Life expectancy is not the same as the likely age at death. Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, looks at why and what impact it has on financial plans