Advice matters magazine Archives - ZISHI

ADVICE MATTER MAGAZINE

Advice Matters is a bi-monthly magazine designed to keep financial professionals up to speed with the latest regulatory policies and procedures.

Its invaluable content is produced by financial services and industry experts who have the ability to ensure your knowledge is updated at the pace of change.

Whether it’s adjustments in market, product, legislation and regulation, Advice Matters shares the news and insights you need to stay on the right side of compliance.

It includes the most recent changes from the FCA and PRA, along with links to articles and policies which you can absorb at your leisure. Reading through each issue also provides an hour of CPD, accredited by The London Institute of Banking & Finance, so it’s well worth a look.

You can read the latest issue here

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RECENT MAGAZINES

  • Advice Matters Magazine – 2023 | Edition 04 - 11 January 2024

    Welcome to the last edition of Advice Matters for 2023, the bi-monthly magazine designed to keep financial professionals up to speed with the latest policies and procedures. Reading through also provides an hour of CPD, accredited by The London Institute of Banking & Finance, so it’s well worth a look.

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  • Advice Matters Magazine – 2023 | Edition 03 - 10 October 2023

    Welcome to the third edition of Advice Matters for 2023, the must-read, bi-monthly magazine designed to keep financial professionals up to speed with the latest policies and procedures. Reading through also provides an hour of CPD, accredited by The London Institute of Banking & Finance, so it’s well worth a look.

    VIEW MAGAZINE
  • Advice Matters Magazine – 2023 | Edition 02 - 30 May 2023

    In this issue, you won’t be surprised to know that we have an article on the Spring budget and pensions in particular and what this actually means. One of our guest writers gives his view on Simplified Advice and we go back to basics with protection and why it is so important to have those conversations with clients who don’t want to talk about premature death or critical illness.

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  • Advice Matters Magazine – 2023 | Edition 01 - 17 March 2023

    Whether you call them customers or clients doing the right thing for them to achieve good customer outcomes is no different and all three of this edition’s articles have an impact on the adherence to the additional regulatory requirements coming along with Consumer Duty one way or another.

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  • Advice Matters Magazine August Edition - 26 August 2022

    This edition’s articles are extremely relevant to situations that you as individuals, your clients and the firms you work for are experiencing currently or will do in the imminent future.

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  • Advice Matters Magazine May Edition - 23 May 2022

    The May edition of Advice Matters has everything you need to stay up-to-speed with the latest regulatory developments.

    VIEW MAGAZINE
  • Advice Matters Magazine March Edition - 20 March 2022

    Its invaluable content is produced by financial services and industry experts who have the ability to ensure your knowledge is updated at the pace of change.

    VIEW MAGAZINE

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