The benefits of enhancing data capture go beyond compliance – Money Marketing
Find out why enhanced data capture helps advice firms meet FCA expectations and keep client reviews on schedule, according to…
Service: Managed services
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What firms should take from the FCA’s latest portfolio strategy letter
TCC’s Technical Director David Boyhan examines the FCA’s October 2024 portfolio strategy letter for financial advisers and investment intermediaries, highlighting…
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Redress calculations
Discover how TCC Group’s alternative data calculation methodology helped a large IFA slash review costs by twenty percent and complete…
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Consumer Duty: What does the FCA expect from ongoing advice services?
What firms can expect after the FCA wrote to major advice firms about ongoing advice charges, with practical steps to…
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Assessing vulnerability: How can firms help mitigate risks of DIY SIPPs?
Learn what a Financial Ombudsman Service ruling on DIY SIPPs means for firms’ safeguarding duties towards vulnerable customers, and how…
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Regulatory due diligence: Examining firms’ priorities for 2024
David Boyhan of TCC explains why the FCA’s focus for regulatory due diligence is shifting as DB transfers become business…
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Four steps to building an effective Retirement Income proposition
With the FCA intensifying its focus on retirement income advice, firms must review their processes. TCC’s David Boyhan outlines four…
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Business Systems, TCC and Recordsure collaborate on
Business Systems, TCC and Recordsure have joined forces to help regulated firms close Consumer Duty gaps, build compliant policies and…
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Three key themes from the FCA’s Fair Value assessment review
Find out what the FCA’s price and value review of 14 firms reveals about fair value assessments, and the lessons…
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Home and motor insurers must do more to support struggling customers, FCA warns
Understand how the FCA’s latest warning on motor and home insurance claims handling affects your firm, and learn how to…