11 May 2018
The process of creating compliant financial promotion and marketing materials isn't straightforward. Firms have to balance their sales message (what they want to say) with strict regulatory requirements to disclose key product and company information and not to mislead the customer (what they have to say, what they can say and how to say it). This can be a particular challenge when explaining the complexities of some financial products. Drawing upon OAC's experience of checking financial pro...
14 March 2018
The Financial Conduct Authority (FCA) has growing concerns about the suitability of defined benefit (DB) pensions transfer advice and has issued alerts outlining the areas of its unease and the exp...
31 January 2018
Following publication by the Financial Conduct Authority (FCA) of updated guidance for the calculation of redress for unsuitable defined benefit pension transfers (FG17/9) on 27 October 2017, OAC’s...
03 November 2017
On Friday 27 October, the FCA published its final guidance on how to calculate redress for unsuitable defined benefit pension transfers (FG17/9). The FCA also provided a summary of feedback from th...
26 October 2017
At the annual conference of the Association of Financial Mutuals (AFM) in October 2017, OAC published its research into the mutual sector's contribution to savings in the NHS, the Welfare State and...
26 June 2017
Selected recent Solvency II news items: Insurance sector risks and solvency levels.
22 May 2017
OAC was approached by Seven Investment Management (7IM) to provide an independent review of their research into investment strategies for retirement savings. Our actuaries reviewed their methodolog...
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