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Resources

Read. Then Rule.

Go beyond compliance to performance. Delve into a wealth of resources designed to help you attract investors, safeguard customers and strengthen reputations.

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    Article
    Motor Finance Supreme Court Decision: Common Sense Prevails – But Lenders Are Not Out of the Woods Yet

    The announcement from the UK Supreme Court will be welcomed by those across the motor finance industry. It has been deemed that non-discretionary commission does not amount to a bribe, nor does...

    Link
    Article
    Consumer Credit & Insurance Newsletter – February 2025

    Consumer Credit & Insurance Compliance Newsletter February 2025 Welcome to the latest edition of our compliance newsletter for Consumer Credit & Insurance. Since the turn of the year, there has been a...

    Link
    Article
    The dust is far from settling on the motor finance fiasco

    Shockwaves flew through the car finance industry last month when the Court of Appeal ruling on secret commissions being received by credit brokers, expanded the scope of the commission disclosure issues. It...

    Link
    Article
    Consumer Credit & Insurance Newsletter – October 2024

    Consumer Credit & Insurance Compliance Newsletter October 2024 Welcome to the latest edition of our compliance newsletter for Consumer Credit & Insurance. The traditional quiet summer season for regulatory developments – extended...

    Link
    Article
    Regulation of Buy Now Pay Later moves one step closer – beware of unintended consequences

    Last week, HM Treasury has released its latest consultation in respect of the regulation of Buy Now Pay Later (‘BNPL’) with only a six-week consultation period for industry feedback. Once the legislation...

    Link
    Article
    Proposed enhanced data reporting requirements: FCA Consultation Paper CP24/19

    Last week the FCA released a consultation (CP24/19) which aims to increase the level of detail received from consumer credit firms. At present a typical secondary credit broker will provide six pieces...

    Link
    Article
    Consumer Credit – are you captured by the Money Laundering Regulations?

    In March, the FCA sent a Dear CEO letter to firms they supervise in relation to Money Laundering Regulations (MLRs), otherwise known as “Annex I firms”. The letter raised concerns with inadequate systems...

    Link
    Article
    Consumer Credit & Insurance Newsletter – July 2024

    Consumer Credit & Insurance Compliance Newsletter June 2024 Welcome to the very first edition of our compliance newsletter aimed at Consumer Credit and Insurance (CC&I) firms. This newsletter contains a round-up of...

    Link
    Article
    PS24/3 Consumer Credit lending – time to prepare

    In April 2024, the Financial Conduct Authority (FCA) issued Policy Statement 24/3, confirming the enhancements to FCA reporting relating to consumer credit lending. This is the latest in the increase of RegData...

    Link
    Article
    The FCA’s recent focus on Consumer Credit principal firms

    Over the last twelve months, many principal firms, looking to onboard Appointed Representatives (ARs) or Introducer Appointed Representatives (IARs), will have noticed a significant increase in the level of scrutiny applied by...

    Link
    Article
    The Motor Finance Review: our thoughts

    Two months on from the FCA announcing it will undertake further work in the Motor Finance sector in respect of commission following Financial Ombudsmen Scheme (FOS) judgements, I thought it was a...

    Link
    Article
    Consumer Credit Firms, FIN074 and the Economic Crime Levy

    Make sure it has been applied correctly to your firm to avoid unnecessary payments. Last year, many Consumer Credit firms were assigned the new FIN074 report on Regdata by the FCA, when it...

    Link
    Article
    SMCR: Is it time for a health check?

    It’s now two years since the final implementation date of the Senior Manager & Certification Regime (SMCR) (March 2021) and over three years since the initial implementation date for solo regulated firms....

    Link
    Article
    Regulatory Reminder: Calling all Principal Firms… time is running out!

    In December, the FCA sent S165 information requests to all Principal firms requiring them to provide additional information regarding their Appointed Representative (AR) & Introducer Appointed Representative (IAR) population. The information relates...

    Link
    Article
    The reformation of the Consumer Credit Act

    In December, His Majesty’s Treasury (HMT) released its consultation paper in relation to the long overdue reformation of the Consumer Credit Act (CCA) 1974.  I think it is safe to say that...

    Link
    Talking Regulation
    Talking Regulation: Getting a tighter grip on Financial Promotion Approvals

    Last week, the FCA released a consultation paper CP22/27 with its proposed measures to further tighten controls and reduce risk of consumer harm from misleading advertisements. But lets look a little bit...

    Link
    Article
    Regulatory Permissions: Use it or lose it!

    In times of increasing scrutiny, the Financial Conduct Authority (FCA) continues to remind firms of its powers and intent to ensure that only firms conducting regulated activities remain authorised. Following changes made by...

    Link
    Article
    To AR or not to AR? That is the question…

    Following the announcement of the enhancements being made to the Appointed Representative (AR) Regime, which are due to come into force in December this year, both Principals and ARs may currently be...

    Link
    Talking Regulation
    Talking regulation: The cost-of-living crisis, regulation and the consumer…

    Last week the government responded to the cost-of-living crisis with an emergency mini-budget. With the cap on bankers’ bonuses now removed, the Government appears to be trying to increase London’s status as...

    Link
    Article
    FCA Business Plan 22/23 – Consumer Credit

    The Financial Conduct Authority (FCA) issued its annual business plan setting out its priorities for the next year along with its 3-year strategy. Following on from last year’s tone, the FCA is clearly looking...

    Link
    Article
    Attention all Credit Firms

    Dear CEO’s : Attention all Credit Firms In May this year, the FCA issued one of the latest in its line of Dear CEO Letters aimed towards Consumer Credit Firms. In this...

    Link
    Article
    A fine balancing act: HM Treasury consult to regulate Buy Now, Pay Later.

    Following the Woolard Review at the start of the year calling for the unregulated Buy Now Pay Later (BNPL) to be regulated by the FCA, HM Treasury accepted the findings of this...

    Link
    Article
    FCA Business Plan 21/22 – Consumer Credit

    The Financial Conduct Authority (FCA) have issued their annual business plan setting out their priorities by sector and cross sector considerations. It’s now 16 months since the first Covid lockdown, a period...

    Link
    Factsheet
    Appointed Representatives Checklist

    A checklist for firms looking to create an AR network The strategy of creating a network of ARs presents an attractive opportunity for firms to expand their salesforce and grow their business....

    Link

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