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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.

Filter by:
    Article
    DORA – Exploring Firms’ Readiness

    I hope people found the webinar we at Cosegic did with Clear Junction last month useful and interesting. If you missed it, or would like to remind yourself of what was said,...

    Link
    Talking Regulation
    Talking Regulation: Cosegic’s response to FCA CP 24/28

    Recent banking app failures have raised the profile of operational resilience and its importance, but people may have missed the fact that in the run up to Christmas last year the FCA...

    Link
    Article
    FCA Letter to the Chancellor on Competitiveness – What’s in it for Payments?

    Keen followers of the political news will have seen that the Chancellor of the Exchequer recently held a meeting with the heads of UK regulatory bodies, urging them to remove barriers to...

    Link
    Article
    APP Fraud – Consultation Overload

    Ambrose Bierce – The Devil’s Dictionary “Consult – To seek another’s approval of a course already decided upon.” Following the last minute decision of the Payment Systems Regulator (PSR) to consult (hurriedly)...

    Link
    Article
    Operational Resilience – What’s the worst that could happen?

    Payments, as I’m sure readers will have either read or heard me say before on numerous occasions, is the plumbing of financial services. Nobody pays it much attention when it is working...

    Link
    Article
    Terms and Conditions Apply

    “Nobody reads terms and conditions… do they?” We are all guilty of clicking on a button saying we have read and agree to terms and conditions online, without giving them even a...

    Link
    Article
    Monneo’s the slip… lessons for payments and E-money Firms from the failure of Monneo Limited

    Avid watchers of the FCA’s Twitter feed such as myself (and yes, I know how sad that makes me) may have spotted the regulator’s announcement on 31 May that Monneo Limited has...

    Link
    Article
    A Cunning Plan? What does the FCA’s Business Plan 2023-24 mean for Payments Firms?

    Blackadder – “I’ve got a plan so cunning, you could put a tail on it and call it a weasel!” The similarities between Nikhil Rathi, Chief Executive of the FCA and Edmund...

    Link
    Article
    Response to HMT’s Payment Services Regulations Review and Call for Evidence

    On 13 January 2023, HM Treasury (HMT) published a Review and Call for Evidence on the Payment Services Regulations 2017 (PSRs). This document fulfills its statutory obligation to review the PSRs and...

    Link
    Article
    How resilient are you? FCA surveys the payments sector with a lengthy questionnaire.

    The FCA’s focus on customer protection and service, as evidenced by the new Consumer Duty, is being reinforced by their actions across the regulatory piece. This can be seen in the regulator’s...

    Link
    Article
    It’s a Fair CoP, Guv!

    Fraudsters are very good. Very good at convincing ordinary people to send them money, by thinking that they are protecting themselves, or paying a valid invoice. You can tell this from UK...

    Link
    Article
    Current Accounts – That’s Not a Duck, Either

    Dedicated readers (there must be some?!), may recall my article on the implications of the Appeal Court judgment in the Ipagoo case which the FCA lost, where I said that, in that...

    Link
    Article
    A tale of a not overly impressed FCA, intervention and s165s…Takeaways from our inaugural Payments Regulatory Forum

    The indie rock bank Arcade Fire have a song on their “Neon Bible” album titled “Intervention”. The song begins with crashing chords on a church organ, building up an ominous sense of...

    Link
    Article
    PSD3 – Called to Account

    As one of the aims of The Payment Services Directive (PSD), (from the very first European Commission proposal for “A New Legal Framework for Payment Services in the Internal Market”), was always...

    Link
    Article
    PSD3 – How do you define that?

    Listeners to Radio 4’s venerable “I’m Sorry I Haven’t a Clue” will know the ”Uxbridge English Dictionary” round, where panelists provide new definitions for common words.  Among my favourites (well, those that...

    Link
    Article
    PSD3 – Be careful what you wish for

    Even in post-Brexit UK, the Payment Services Directive (PSD) continues to throw its long shadow over everything related to payments, so the EU’s plans for and discussions about the content of the...

    Link
    Article
    The importance of the bleeding obvious!

    Any experienced Compliance Officer or MLRO (Money Laundering Reporting Officer) reading the EBA’s Final Report and Guidelines on the Role of the AML/CFT Compliance Officer is likely to be struck by how...

    Link
    Article
    It’s not a duck. The impact of the FCA’s failed appeal in the Ipagoo case

    Avid watchers of FCA court cases may have noticed that on 9 March the FCA lost its appeal against the decision of the High Court in the case of Ipagoo LLP that...

    Link
    Article
    Testing Times: The FCA doubles down on requirement to test arrangements

    My old maths teacher at school used to say, “If you assume, it makes an ass out of u and me”. Reading the FCA’s Thematic Review  TR 22/1 on wind-down planning, along...

    Link
    Article
    The Best Laid Plans of Mice and Men (and Regulators) – Our key takeaways from the FCA Business Plan and Strategy document

    The above misquote from my illustrious ancestor, Robert Burns (the actual line from his poem “To a Mouse” is “the best laid schemes o’ mice and men, gang aft agley”) came to...

    Link
    Article
    Are you Open for Business?

    The announcement from the Open Banking Implementation Entity that the number of users of open banking services in the UK has passed the 5 million mark means that open banking is a...

    Link
    Article
    The Nelson Principle – The FCA expects every firm to do its duty

    As I have mentioned in my article of 8 July last year (What is a Consumer?), whenever FCA guidance refers to dealing with consumers, it is always a good idea to check...

    Link
    Article
    Titanic days. The Operational Resilience iceberg approaches – fast!

    At the end of April last year, we held a Webinar on the New Operational Resilience requirements which the FCA is introducing Payment Services: Building Operational Resilience and which apply to all payment...

    Link
    Article
    Fine and Dandy. Are we set to see a rise in Senior Management accountability in 2022?

    According to its website, the FCA levied fines totaling £567,765,219.95 in 2021. This is a huge increase from the £192 million levied in 2020. This includes the huge £264,772,619.95 fine imposed on...

    Link
    Article
    Section 165: Use it or Lose it.

    In its Business Plan 2021/22 in July 2021, the Financial Conduct Authority (FCA), reminded us of its intention to remove firms’ permissions that aren’t being used. In line with Nikhil Rathi’s priorities...

    Link
    Article
    SM&CR is Coming to Town

    Payment Institutions and EMIs who are clients of Cosegic will have heard James Borley and myself say many times over the past couple of years that, while the Senior Managers & Certification...

    Link
    Article
    CMA letter marks significant step forward for payments industry

    In July of this year, The Competition & Markets Authority (CMA) wrote a letter to the Open Banking Implementation Executive, which marked a significant step forward for the Payments industry by facilitating transfers...

    Link
    Article
    Remote Control: How to keep the FCA happy in the new world

    The COVID pandemic, and subsequent lockdowns, has meant that many firms have been forced to reassess their way of working, with employees working from home all or part of the time becoming...

    Link
    Article
    FCA Business Plan 21/22 – Payment Services Providers

    In the blizzard of tweets, e-mails and other output emitting from the Financial Conduct Authorirty (FCA), it may seem that the publication this morning of the FCA’s Business Plan for 2021/22 is...

    Link
    Article
    Payment Services firms should prepare for SMCR

    As readers will be painfully aware, the Financial Conduct Authorities (FCA’s) focus on payment services and E-money is becoming ever greater. This is in huge contrast to the previous reactive approach and...

    Link
    Article
    What is a Consumer?

    The Financial Conduct Authority’s (FCA’s) operational objectives specifically include securing an appropriate degree of protection for consumers, and promoting effective competition in the interests of consumers. The FCA’s 2020-21 Business Plan mentions...

    Link
    Article
    Safeguarding by cash backed guarantee

    Payment Services and E-money Institutions will be aware that they have (in theory) had the option to safeguard using the bank guarantee method since the implementation of the first Payment Services Directive (PSD1)....

    Link
    Article
    Strong Customer Authentication Deadline Extended to 14 March 2022

    The Financial Conduct Authority (FCA) has announced another six month extension to the deadline for implementing Strong Customer Authentication (SCA) for card-based e-commerce transactions. The new deadline is now 14 March 2022....

    Link
    Article
    March 2022 a key month for Payment firms

    Those who joined our ‘Payment Services: Building Operational Resilience‘ webinar on 29 April 2021 will have an understanding of the work that Payment and E-money Institutions will have to carry out to...

    Link
    Article
    Extension of the Annual Financial Crime Reporting Obligation

    On 31 March 2021, the Financial Conduct Authority (FCA) published PS21/4, extending the scope of firms required to submit an annual financial crime report. Firms that already submit this return will know...

    Link
    Article
    Payment Services: The Safeguarding Challenge For FX Firms

    Authorised Payment Institutions (APIs) and E-money Institutions (EMIs) are required to safeguard ‘relevant funds’ by virtue of the Payments Services Regulations 2017 (PSRs) or the E-Money Regulations 2011 (EMRs). Many foreign exchange (FX)...

    Link
    Article
    New safeguarding account opportunities in 2021

    Payment Institutions and E-Money Institutions struggling to find a safeguarding account in the UK may be unaware of a potential new opportunity as a result of Brexit. But those firms looking to...

    Link
    Article
    EBA and ESMA consultation could affect APIs and EMIs

    Authorised Payment Institutions (APIs) and E-Money Institutions (EMIs) could be forgiven for not paying attention to the launch of a new consultation last month. But they might be well advised to take...

    Link
    Article
    Don’t delay your Safeguarding Audit

    The Financial Conduct Authority (FCA) announced on 9 July 2020 that they require all E-Money Institutions, and any Payments Institution that is required to arrange an audit of its annual accounts under...

    Link
    Article
    Checklist: Coronavirus and safeguarding customers’ funds

    On the 9 July 2020 the Financial Conduct Authority (FCA ) published additional guidance for payment and e-money institutions. This followed a consultation that involved more than 60 organisations including payment firms,...

    Link
    Article
    FCA Consultation – Safeguarding

    On 22 May 2020, the Financial Conduct Authority (FCA) issued a consultation proposing additional temporary guidance to strengthen payment firms’ prudential risk management and arrangements for safeguarding customers’ funds, in view of...

    Link
    Article
    The definition of a payment account under the PARs

    Payment Service Providers (PSPs) with permission to provide payment accounts may have or be about to receive a communication from the Financial Conduct Authority (FCA). This requests information about the payment accounts...

    Link
    Article
    Setting the tone

    Each year in April the Financial Conduct Authority (FCA) publishes its annual business plan and it usually garners much interest. This year it seems to have gone below the radar as firms...

    Link
    Article
    Business Continuity and Resilience

    In the context of the Covid-19 (Coronavirus) outbreak, financial services regulators have been working with firms to ensure they are responding effectively to the threat of disruption. All firms are expected to...

    Link
    Event
    Strong Customer Authentication RTS – The Essentials – On Demand Webinar

    View a recording of this webinar below Regulation 100 of the Payment Services Regulations 2017 comes into effect on 14 September 2019, requiring all Payment Service Providers operating remotely to issue payment...

    Link

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