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 - 18 March 2024

    The latest issue covers the ongoing importance of Consumer Duty, reinforced by a focus on the Dear CEO letter to financial firms. Articles also explore Private Equity and the necessity for regulatory oversight in Cryptocurrency.

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

    This issue covers post-deadline insights into Consumer Duty, including key questions flagged by the FCA. It also features technical guidance on personal tax allowances and a thought-provoking discussion on Artificial Intelligence’s impact on finance.

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  • 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 – 2022 | Edition 03 - 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 – 2022 | Edition 02 - 23 May 2022

    In this issue, we delve into the FCA’s Strategy 2022/2025 and Business Plan 2022/23, explore Taxation Fundamentals, provide clear insights into Data Protection, and offer valuable links to FCA documents.

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  • Advice Matters Magazine – 2022 | Edition 01 - 20 March 2022

    This edition will help you get to grips with Operational Resilience, Money Laundering Regulation developments, Financial Promotion, and more.

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