

A Fresh Look at Vulnerability: April 2026
Vulnerability is derived from the Latin word vulnus meaning wound, injury, or emotional hurt. Is it time to find a different word or drop it altogether?


Compliance Matters: Week ending 3rd March 2026
Ipswich Marina Here is a digest of issues that have come across my desk this week. Where relevant, I have provided high-level summaries with hyperlinks to documents that give further detail. Consumer investments priorities: strengthening trust, supporting investors Vulnerability in retirement Grandparents eye student loans in inheritance tax planning Inheritance tax and pensions: the cost of doing nothing Consumer investments priorities: strengthening trust, supporting


Compliance Matters: week ending 1st November 2024
There have been enough column inches written about Wednesday’s Budget Statement. You will be grateful that I do not intend to add to the...


Compliance Matters: 30th August 2024
After a couple of weeks away, my compliance blog returns. Here are some of the regulatory issues that have come across my desk from my...


Compliance Digest: 26th July 2024
Schools in England have broken up for the Summer at the same time as schools in Scotland start preparing for the new term. Summer cannot...


The Consumer Duty Board Report Deadline: are you there yet?
An echo of the plaintive cry from a child in the back seat of the car. As we approach the 31st July deadline for the Consumer Duty...


Compliance Digest - 19th July 2024
It has been another relatively quiet week, apart from the King’s Speech – as ever, the devil will be in the detail as legislation is...


Compliance Digest: 19th April 2024
Watch out for exciting news regarding my website and a CPD proposition from 1st May. This week there has been a little new from the FCA,...








































