Adviser fraud protection help launched

clock

Fee-based IFA support firm threesixty has designed a template security policy to help financial advisers establish measures to tackle fraudsters.

It says the policy, aimed at small to medium sized IFAs, provides a basic overview of the necessary security measures required to protect both electronic data and paper records. Phil Young, partner at threesixty, says: “Security has become an increasingly important issue this year because the Financial Services Authority is putting it higher on the priority list and every IFA needs to have appropriate measures in place.” Although many IFAs have some security in place, threesixty says the template policy provides advisers with a checklist of additional items they might consider and a m...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

FE Fundinfo launches AI assistant for advisers

FE Fundinfo launches AI assistant for advisers

Part of updates to Nexus for Financial Advisers platform

Sophia Panayi
clock 13 August 2026 • 2 min read
Is the FCA ignoring an obvious breach of the regulatory perimeter?

Is the FCA ignoring an obvious breach of the regulatory perimeter?

'There are genuine legal complications'

Gareth Fatchett
clock 11 August 2026 • 5 min read
Some UK top advice firms invisible to AI platforms – research

Some UK top advice firms invisible to AI platforms – research

‘Advisers aren't unaware of this at all’

Sophia Panayi
clock 11 August 2026 • 3 min read