Category: Uncategorized

The next test of the “Pension Freedoms” The FCA’s review on retirement income advice VIEW DETAILS Introduction In this article, Collegiate has teamed up with Dan Kelly, MD of specialist professional indemnity insurance broker Onyx, to provide some thoughts on the FCA’s impending review on “retirement income advice”. We will talk through what the review… Continue reading The next test of the “Pension Freedoms” – The FCA’s review on retirement income advice

“Complaints” & “Whines” Avoiding claims being excluded from cover VIEW DETAILS Introduction Even the most successful professional practices can receive formal complaints from clients or, to a lesser extent, communications including a suggestion of a problem having arose or potentially about to arise, which we will refer to as a “whine” for ease of reference.… Continue reading Complaints and Whines