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TCF

Mortgages

Mortgage brokers 'must not lose sight of TCF'

Mortgage brokers have been warned put TCF first, even when business conditions are tough.

clock 12 October 2009 •

RDR

Protection: Is the RDR really TCF?

Axa's Graham Harvey asks if proposals to 'read-across' the RDR to protection risk demeaning the treating customers fairly (TCF) principles...

clock 06 October 2009 •

uncategorised

Hallett questions FSA SIPP review findings

Small SIPP operators should not be forced to bear responsibility for the quality of advice given on any business they administer, Christine Hallett says.

clock 22 September 2009 •

uncategorised

Rowanmoor's Mark Lisle...Thinking inside the box

I caught the tail end of the last episode of this series of Dragons' Den.

clock 14 September 2009 •

Regulation

Fair play?

Financial services companies have lived with TCF for a while. Alistair Sclare considers whether it has been worth the pain of implementation.

clock 01 September 2009 •

Networks/Clubs

Adviser petitions Downing Street on dual-pricing

Clive Norman, an independent mortgage adviser at Sovereign Financial Planning in Eastbourne, is calling for the industry to support a petition posted on the No 10 Downing Street website demanding the Government intervenes to outlaw dual-pricing.

clock 19 August 2009 •

Individual Protection

Protection by Axa's Graham Harvey: Less is more

It never fails to surprise me just how hard it is to ensure customers understand exactly what they've bought.

clock 06 August 2009 •

Protection

Progress in profiling

Royal Liver supports customer segmentation

clock 03 August 2009 •

Underwriting

Progress in profiling

At progress from Royal Liver, we recently launched a campaign encouraging IFAs to adopt a customer segmentation approach. It was based on a piece of research we did on our own database with some quite insightful results.

clock 01 August 2009 •

Your profession

TCF visit exposes small IFA's advice failings

The FSA has taken its first enforcement action against a small adviser firm arising from a treating customers fairly (TCF) visit.

clock 30 July 2009 •
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