Insights

Ewen Fleming

Partner, London Office Head, and Head of Financial Services

12 February 2024

Seeing the bigger picture: Drawing conclusions from Consumer Duty

Consumer Duty has long felt like a Roman mosaic, with individual elements representing carefully-crafted parts of a much broader story. The breadth of topics covered has already led firms to comprehensively review all aspects of their customers’ journey. Now, the various tiles are starting to slot together and, as they align, a bigger picture is starting to emerge.

Darren Mascarenhas & Si Mathavan

12 February 2024

New Year, New ESG Labels: A Fresh Start to Label Your Sustainability Success!

At the end of 2023 the FCA delivered an early Christmas present to those in the asset management and sustainable finance sectors, by announcing a package of measures (via PS23/16) to help consumers navigate the market for sustainable investment products. Their aim was to improve trust and transparency as firms and consumers move to a more sustainable future.

Stuart Walker

Chartered Financial Planner

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12 February 2024

Wealth

Some things are so unexpected that no one is prepared for them - apart from the Tax Year End!

Some things are so unexpected that no one is prepared for them – previous years have definitely proved that point. However, the one constant we can rely on is the Tax Year End on 5 April. Stuart Walker discusses the importance of making sure you use the valuable tax allowances that are available each tax year.

Simon Cavell & Tim Swinson

07 February 2024

Consumer Duty: The case for (ongoing) change

Consumer Duty has already resulted in a significant change programme for many firms, requiring a full review of all products and services along with resulting work to prevent foreseeable harm. With six months until the final implementation deadline of July 2024, the finishing line appears to be close.

Jenn Stewart

Business Advisory Partner, Head of Rural and Dundee Office Head

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07 February 2024

Rural

Planning ahead for rural businesses in 2024

As we look ahead to 2024, rural businesses need to ensure they remain forward-thinking, agile, and plan ahead in order to take advantage of the opportunities and meet the challenges that the next year will inevitably bring. Below we’ve highlighted some important considerations to take into account.

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