Blog By Nick Meredith Pension Tax Refunds – Is it all HMRC’s fault? HMRC were in the press yet again recently, with the latest figures showing they refunded overpaid pension tax of... Tags: Life & Pensions
Blog By Ben Cocks Making Transfers Worse? It’s a year since the FCA’s Making Transfers Simpler regulations came into effect but investors are yet to see a... Tags: Transfers
Blog By Mark McDonald FintechOS Report: Leap into the Future of Insurance This report provides key takeaways from the recent FintechOS Leap sessions, exploring latest trends in Technolog... Tags: Digital Insurance
Paper By Jack Berrisford Fundment Platform Outsourcer Snapshot Fundment is a wrap platform with technology at its heart. Tags: Investment Platforms
Blog Collaboration opportunities for Financial Mutuals Altus has partnered with the Association of Financial Mutuals (AFM) and Whitecap Consulting to support a report ... Tags: Life & Pensions
Blog By Bruce Davidson Operational Resilience – from programme to operation With the end of March fast approaching, firms subject to the new FCA rules on operational resilience have only t... Tags: Operations
Blog By Mark Huxley Goodbye Data… Hello Knowledge It’s now not about how data drives sectors, it’s about how much, where and how it is harnessed most effectively ... Tags: Insurance
Blog Competitive Advantage & Growth for financial mutual organisations Altus has partnered with the Association of Financial Mutuals (AFM) and Whitecap Consulting to support a report ... Tags: Insurance Life & Pensions
Blog By Mark Huxley Reaching your “PEAK” Power How complete, business-wide analysis of the critical operating parts of your organisation can help build the gre... Tags: Digital Insurance Investment Platforms Life & Pensions Wealth
Paper By Jonathan Warren Vulnerable Customers Training Series A core focus of the FCA’s guidance paper on Vulnerable Customers is developing the skills and capabilities acros... Tags: Insurance Investment Platforms Life & Pensions Wealth