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How to identify vulnerable clients

by Emma Bond on 12·05·2020

With the FCA's upcoming guidance on vulnerable clients, this article helps you understand how to identify a vulnerable client and simple measures you can implement to ensure you apply appropriate levels of care.

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Don't Stop....Believin'

by Becky Colley on 29·04·2020

Culturally, we have been happy with what a map is and does for quite a long time. The oldest known maps are preserved on Babylonian clay tablets from about 2300 B.C. and they have served our purposes perfectly well up to the late 1990s. Then along came the young upstart ‘Satellite Navigation’.

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Working from home

by Chris Howe on 20·04·2020

Firstly, I hope you are all keeping safe and well. The community we are building with these articles is one that likes to think about things a little differently to the norm. We have operated as a 'virtual' business for around 18 years now, so have picked up a few handy tips which we are happy to share.

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FCA & COVID 19

by Damian Davies on 19·03·2020

Within the tsunami of COVID-19 messages from organisations, you may have missed The FCA’s guidance published on the 17th March 2020. There were four passages that I felt deserve a bit of closer scrutiny to see what they mean for you, your business and your clients.

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Funeral blues

by Lucy Aldridge on 14·01·2020

‘Stop all the clocks, cut off the telephone. Prevent the dog barking with a juicy bone. Silence the pianos and with muffled drum. Bring out the coffin, let the mourners come’.

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