Who are vulnerable customers and how can you learn to recognise their needs? Gallery Who are vulnerable customers and how can you learn to recognise their needs? Blog, CII, FCA, vulnerable Who are vulnerable customers and how can you learn to recognise their needs? By Gayle Conway|2021-01-04T13:34:38+00:00January 4th, 2021|Blog, CII, FCA, vulnerable| Read More 0
Introducing our new PTS Knowledge Hub – Your CPD clear, concise and complete Gallery Introducing our new PTS Knowledge Hub – Your CPD clear, concise and complete CPD, FCA, Pensions, PTS, Uncategorized Introducing our new PTS Knowledge Hub – Your CPD clear, concise and complete By Gayle Conway|2020-10-01T11:34:25+01:00October 1st, 2020|CPD, FCA, Pensions, PTS, Uncategorized| Read More 0
Professional Standards for PTS Advisers : Are you ready? Gallery Professional Standards for PTS Advisers : Are you ready? CPD, FCA, PTS Professional Standards for PTS Advisers : Are you ready? By Gayle Conway|2020-09-28T13:02:03+01:00September 28th, 2020|CPD, FCA, PTS| Read More 0
Looking at AF7 from a PS20/6 perspective: Part 2 Gallery Looking at AF7 from a PS20/6 perspective: Part 2 AF7 Exam Support, CII, FCA, Learning to learn, Pensions Looking at AF7 from a PS20/6 perspective: Part 2 By Gayle Conway|2020-10-01T10:43:16+01:00August 10th, 2020|AF7 Exam Support, CII, FCA, Learning to learn, Pensions| Read More 0
8 things you NEED to know about PS20/6 Gallery 8 things you NEED to know about PS20/6 AF7 Exam Support, CPD, FCA 8 things you NEED to know about PS20/6 By Gayle Conway|2020-08-03T13:20:33+01:00July 27th, 2020|AF7 Exam Support, CPD, FCA| Read More 0
DB Transfers: CP19/25 becomes PS20/6 Gallery DB Transfers: CP19/25 becomes PS20/6 AF7 Exam Support, Business, DBTransfers, FCA DB Transfers: CP19/25 becomes PS20/6 By Gayle Conway|2020-07-16T11:16:32+01:00July 6th, 2020|AF7 Exam Support, Business, DBTransfers, FCA| Read More 0
CPD – Opportunities, Discussion, Requirements : We are on your case………………………. Gallery CPD – Opportunities, Discussion, Requirements : We are on your case………………………. CPD, FCA, PTS CPD – Opportunities, Discussion, Requirements : We are on your case………………………. By Gayle Conway|2020-06-15T13:14:29+01:00June 15th, 2020|CPD, FCA, PTS| Read More 0
Policy Statement 20/6: Pension transfer advice: The clock is ticking! Gallery Policy Statement 20/6: Pension transfer advice: The clock is ticking! FCA, Pensions Policy Statement 20/6: Pension transfer advice: The clock is ticking! By Gayle Conway|2020-06-10T12:13:11+01:00June 10th, 2020|FCA, Pensions| Read More 0
What do you need to know about the FCA Pension transfer policy statement CP19/25 PS20/6? Gallery What do you need to know about the FCA Pension transfer policy statement CP19/25 PS20/6? AF7 Exam Support, AF8, DBTransfers, FCA, LIBF PETR, Pensions What do you need to know about the FCA Pension transfer policy statement CP19/25 PS20/6? By Gayle Conway|2020-06-06T11:31:02+01:00June 6th, 2020|AF7 Exam Support, AF8, DBTransfers, FCA, LIBF PETR, Pensions| Read More 0
