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Live webinar - SM&CR: Creating a Statement of Responsibilities (Friday 27 September 2019)

In response to client demand, we'll be hosting a series of three further webinars as the deadline looms. The first, will consider how best to produce clear, concise and appropriate Statements of Responsibilities (SoR).

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Round Up - Autumn 2019 edition We provide an overview of recent compliance and technical issues, and highlight some of the areas you are regularly talking to us about. We provide an overview of recent compliance and technical issues, and highlight some of the areas you are regularly talking to us about. This edition of round up includes features articles on: 2019 client survey SMCR certification Unlocking the potential of young clients 17 October 2019, threesixty services
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Round Up - Summer 2019 edition We provide an overview of recent compliance and technical issues, and highlight some of the areas you are regularly talking to us about. 8 July 2019, threesixty services
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Round Up - Spring 2019 edition featuring articles on product governance, managing longevity in draw down, enterprise investment schemes and maintaining competence. Also included in as introduction to our new targeted services. 2 April 2019, threesixty services
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Round Up - Winter 2019 edition An overview of recent compliance and technical issues, featuring articles on SM&CR, DB triage, how to avoid professional indemnity cover's most common pitfalls, and how to exit a business in a satisfying way. 1 January 2019, threesixty services
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Round Up - Autumn 2018 edition We provide an overview of recent compliance and technical issues, and highlight some of the areas you are regularly talking to us about. There’s an important article on the impending Insurance Distribution Directive and topical features on PI Insurance and protecting yourself against claims. Also included is a summary of our annual client survey and our thoughts on investing in technology. 24 September 2018, threesixty services
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