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Archive

FCA updates its Trading Names guidance web page

Link(s):Trading names | FCA Context The FCA has updates its trading names guidance web page, explaining what a firm should and should not do and reminding firms that they can register a trading name that is different to its Company name. One of the links on the...

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FCA publishes complaints data for H1 2022

Link(s):Complaints data | FCA Context The FCA has released firm-specific complaints data for individual firms and aggregate, or total, data at market-level. Key points to note Financial services firms received 1.88m complaints during the H1 2022 period, an increase...

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The FCA releases whistleblowing quarterly data for 2022 Q2

Link(s):Whistleblowing quarterly data 2022 Q2 | FCA Context The FCA has released the data for whistleblowing reports they have received during April to June 2022. Key points to note Data includes: Volumes of whistleblowing reports; How the reports were received; and...

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The FCA releases an authorisations update

Link(s):FCA authorisations update | FCAFCA Authorisations UpdateFCA Authorisations Update - Annex 1 Context The FCA has published an update on their operating service metrics for authorisations. Key points to note An update document has been published, which provides...

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FCA publishes Handbook Notice 102

Link(s):Handbook Notice 102 (fca.org.uk) Context The FCA has published Handbook Notice 102, confirming updates that have been made to their Handbook.  Key points to note The Notice sets out the high-level details of the updates to the Handbook and identifies the...

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FCA releases a Consumer Duty information webpage for firms

Link(s):https://www.fca.org.uk/firms/consumer-duty-information-firms Context The FCA has created a Consumer Duty information page, to provide firms with more information on areas of the Duty it has received queries from firms. Key points to note The main clarification...

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Financial Services and Markets Bill: update

Link(s):Financial Services and Markets Bill - Hansard - UK Parliament Context The Financial Services and Markets Bill 2022-23 has had its second reading in the House of Commons. Key points to note It was confirmed that the government has no plans to merge the FCA and...

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Financial sanctions update: OFSI updates Russia guidance

Link(s):Microsoft Word - Russia guidance September 2022 (publishing.service.gov.uk) Context OFSI has updated its Russia guidance adding 3 new questions. Key points to note Questions 24 to 26 further clarify how to use the food security licensing provision in the...

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Subject Access Requests – getting the basics right

Link(s):Subject Access Requests: Getting the basics right | ICO Context A blog by Andrew Laing, ICO Head of Data Protection complaints highlights that access to personal data is a fundamental data protection right. Everyone has the right to ask an organisation whether...

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Ombudsman News 174 September 2022 published

Link(s):Ombudsman News 174 (financial-ombudsman.org.uk) Context The September 2022 edition of Ombudsman News highlights recently published complaints data and shares online guidance for consumers and businesses about unregulated collective investment schemes (UCIS)....

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CII CEO says insurers could win greater freedom

Link(s):CII CEO says insurers could win greater freedom Context Alan Vallance, the Chartered Insurance Institute’s new chief executive, has urged insurance professionals to make the most of the FCA’s Consumer Duty “to take greater control of our destiny.” Key...

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IUA publishes new Fire Safety Clause for high-rise repairs

Link(s):IUA publishes new fire safety clause for high rise repairs Context A new model insurance clause covering fire safety risks has been published. Key points to note The wording has been developed by the International Underwriting Association (IUA) and the...

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FOS publishes Q1 2022/23 complaints data

Link(s):Quarterly complaints data: Q1 2022/23 (financial-ombudsman.org.uk) Context FOS has published its Q1 2022/23 complaints data (so April to June 2022) and has highlighted again an increase in investment scams. FOS publishes complaints data on financial products...

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ABI reports on the fall in insurance fraud

Link(s):Own goals, cruise con, DIY vandalism - fall in insurance fraud good news for honest customers, but no room to go easy on the cheats says the ABI Context According to ABI data there was a fall in both the number and cost of dishonest claims uncovered last year...

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ASA guidance on testimonials and endorsements

Link(s):Avoiding ‘Fake Views’: A guide to testimonials and endorsements - ASA | CAP Context As part of its latest CAP Codes insights round-up e-mail, the ASA has provided guidance on the use of testimonials and endorsements in advertising.  The guidance can also be...

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OFSI amends a General Licence in relation to insurances

Link(s):OFSI General Licences - GOV.UK (www.gov.uk) Context OFSI has published an amendment to General Licence INT/2022/2009156. This licence allows UK designated persons to make certain permitted payments to UK insurers from a frozen bank account, and allows UK...

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ASA guidance – pictures in advertising

Link(s):Ensure your ads are picture perfect on World Photography Day - ASA | CAP Context As part of its latest CAP Codes insights round-up e-mail, the ASA is reminding firms that imagery in advertising shouldn’t create a misleading impression, and that it must present...

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FOS outlines its approach under the new Consumer Duty

Link(s):A new Consumer Duty – setting a higher standard of care for consumers (financial-ombudsman.org.uk) Context Published as a FOS Insights blog, Simon Rawle, Ombudsman Leader, outlines the new Duty from FOS’ perspective and explains how FOS is working with the FCA...

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FCA publishes the latest version of the Short Form A

Link(s):https://www.fca.org.uk/publication/forms/short-form-a-solo-regulated.docx Context In what appears to be the latest in the FCA’s current updates to its website and forms, the FCA has published the latest Short Form A.  The version published is, however, dated...

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FCA publishes Q1 2022 Whistleblowing data

Link(s):Whistleblowing quarterly data 2022 Q1 | FCA Context The FCA has published details of its Q1 2022 whistleblowing data, which shows the number of new whistleblowing reports it received between January and March 2022 and how the information was received. The FCA...

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FCA to open Leeds office in September with 100 new jobs

Link(s):FCA to open Leeds office in September with 100 new jobs | FCA Context The opening of the Leeds office was announced in the FCA’s Business Plan in July 2021 and follows the establishment of a small presence in Cardiff and Belfast. Key points to note The Leeds...

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FCA publishes its 23rd June 2022 Board Meeting minutes

Link(s):FCA Board Minutes: 23 June 2022 Context The FCA has published 23rd June 2022 Bard Meeting minutes. The minutes contain a section in relation to The Consumer Duty, which gives a snapshot insight into the FCA’s approach to the implementation and monitoring of...

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FRC publishes its fourth Annual Enforcement review

Link(s):News I Financial Reporting Council (frc.org.uk);  FRC Annual Enforcement Review July 2022 Context The FRC has published its fourth Annual Enforcement review, revealing a record number of cases and financial sanctions of £46.5 million being imposed. Key points...

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OFSI issues updated Financial sanctions guidance

Link(s):General_Guidance_-_UK_Financial_Sanctions__Jul_2022_.pdf (publishing.service.gov.uk) Context OFSI Financial sanctions guidance on the approach OFSI takes including sector and regime specific guidance, as well as information on monetary penalties for breaches...

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Ombudsman News 173

Link(s):https://www.financial-ombudsman.org.uk/news-events/ombudsman-news-173 Context The FOS has published its latest Ombudsman News 173. Key points to note The document is split into three sections: Financial Ombudsman Service appoints Deputy Chief Ombudsman and...

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REP008 – A reminder

Context Firms should be getting ready to complete their REP008 - reporting to the FCA Conduct Rules breaches that resulted in disciplinary action. This will be firms second report but the first covering a whole year. The previous one was only for the period 1st April...

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PS 22/9 A New Consumer Duty

Link(s):https://www.fca.org.uk/publication/policy/ps22-9.pdf Context As anticipated the FCA has issued a press release and published its Policy Statement 22/9 A New Consumer Duty and FG 22/5. Key points to note The Consumer Duty sets higher and more defined standards...

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The latest FCA Perimeter Report

Link(s):https://www.fca.org.uk/publications/annual-reports/perimeter-report Context Now to be updated once a quarter (previously annually) the FCA’s Perimeter Report sets out what the FCA does and does not regulate, describing specific issues and the action that is...

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FCA Annual Report and Accounts 2021/22

Link(s):https://www.fca.org.uk/publication/annual-reports/2021-22.pdf Context The FCA has set out in its Annual Report how it has worked over the past 12 months to meet its objectives of protecting consumers, enhancing market integrity and promoting competition. Key...

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ASA guidance – VAT in stated prices

Link(s):To include or not to include – VAT in stated prices - ASA | CAP Context As part of its latest CAP Codes insights round-up e-mail, the ASA is reminding firms that the Committee for Advertising Practice CAP Code requires that prices in ads include non-optional...

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Eunisure Limited enters liquidation

Link(s):Eunisure Limited enters liquidation | FCA Context Eunisure Limited is an authorised retail insurance broker which entered liquidation on 7thJuly 2022, with Roderick Graham Butcher of Butcher Woods appointed as liquidator. Key points to note The firm placed...

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Ashley Alder appointed FCA chair

Link(s):Ashley Alder appointed FCA chair | FCA Context HM Treasury and the FCA have announced the appointment of Ashley Alder as the new Chair of the FCA. Key points to note Ashley is currently Chief Executive Officer of the Securities and Futures Commission (SFC) in...

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FSCS Annual Report 2021/22

Link(s):FSCS publishes its 2021/22 Annual Report and Class Statements | FSCS Context The FSCS has published its Annual Report and Accounts 2021/22 and Class Statements 2021/22 which contains details of work the FSCS has completed during the year. Key points to note...

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Insurance Brokers call for Qualification requirements

Link(s):Insurance brokers call for qualification requirements (cii.co.uk) Context In a press release, the CII has confirmed that a group of ‘rising stars of the insurance broking profession’ have called for the FCA to introduce mandatory qualifications to advise...

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FCA updated webpage: Change in Control

Link(s):Change of Control | FCA Context The FCA has updated its ‘change in control’ webpage. Key points to note The update states that, given recent delays in allocating notifications, the FCA has recruited additional case officers. Currently, there is a delay of...

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FCA REP021 in RegData – a reminder

Link(s):SUP 16 Annex 49A Pricing information report form (REP 021) - FCA Handbook Context The REP021 return on RegData is due by 30/09/2022 for the Reporting Period 01/01/2022 to 30/06/2022. The full REP021 report can be found here. Key points to note For insurance...

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Building Safety Act 2022 – implications for insurance

Building Safety Act 2022 (legislation.gov.uk) Context The detail of this article has been sourced from Pinsent Masons useful and informative Out-Law online resource. On 28th June 2022 the implementation of the 2022 Building Safety Act (BSA) reached a key milestone,...

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Financial Ombudsman Service publishes Ombudsman News 172

Ombudsman News 172 (financial-ombudsman.org.uk) Context The Financial Ombudsman Service (FOS) has published Ombudsman News 172. Key points to note This edition includes news of the new FOS Chief Executive and Chief Ombudsman, Abby Thomas, who joins in the Autumn.It...

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