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Author Archives: Sam

The Importance of File Checks
The Importance of File Checks

Whilst it’s tempting to grunt at the idea of combing through countless reports, illustrations, and [...]

25
May
Checks and Balance
Checks and Balance

File checking in a business is generally completed because it has to be done. It’s [...]

23
May
Dealing with vulnerable customers
Dealing with vulnerable customers

You’ve probably heard that vulnerability is a pretty topical subject in FCA world right now. [...]

12
Jan
Hack!
#ApricityHack – Live Blog

7.01pm That’s a wrap. Or should it be, ‘that’s a hack!?’ Our devs have done [...]

03
Oct
Introducers and DB Advice
Introducers and DB Advice

With the DB market getting smaller and more and more firms giving up their DB [...]

30
Sep
Giving Up Your DB Permissions
Giving Up Your DB Permissions

Maybe the time has come for you to give up your DB permissions and it [...]

30
Sep
SM&CR Indicators
SM&CR Indicators

The FCA has recently released positive and negative indicators in relation to the implementation of [...]

30
Sep
Cashflow Rules for Defined Benefit Advice
Cashflow Rules for Defined Benefit Advice

Are you prepared for the changes in rules and guidance of cashflow modelling for DB [...]

30
Sep
DB Debrief - Our New Resource Area
DB Debrief – Our New Resource Area

What does a good defined benefit transfer file look like in 2020? We released a [...]

17
Sep
Conduct Rules Reporting
Conduct Rules Reporting

Did you realise there are new reporting requirements as of this month? No? Not many [...]

15
Sep
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The Importance of File Checks
The Importance of File Checks
The Importance of File Checks
The Importance of File Checks
The Importance of File Checks
The Importance of File Checks
The Importance of File Checks
The Importance of File Checks
  • Home
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