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Round Up - Quarter four 2020

This edition includes feature articles on the new pension transfer rules that became effective on 1 October, property funds, acquiring DIM permissions and the results of our training and events survey.

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Round Up - Quarter four 2020 As well as the regular overview of recent compliance and technical issues, this edition of round up includes several topical features ... 22 October 2020, threesixty services
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Round Up - Quarter three 2020 As well as the regular overview of recent compliance and technical issues, we include features focusing on the art of communications, and provide a warning to firms about the prevalence of financial scams. 21 July 2020, threesixty services
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Round Up - Quarter two 2020 In this edition of Round Up, as well as the regular overview of recent compliance and technical issues, we share with you some opinions and broader insights, focusing on some key areas of concern and consideration amongst our clients. 23 April 2020, threesixty services
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Round Up - Quarter one 2020 We've been making some exciting announcements recently and highlight the new training and development tools we have launched for you, as well as looking at the results from our recent research survey, ESG questions to ask a fund manager, and CPD for insurance business. 21 January 2020, threesixty services
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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. 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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