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Archive

FCA releases survey to critical third-parties

Link(s):DP22/3: Operational resilience: critical third parties to the UK financial sector | FCA DP3/22 – Operational resilience: Critical third parties to the UK financial sector | Bank of England Context Although the consultation period has now closed, the FCA is now...

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FCA updates its Consumer Duty information webpage

Link(s):Consumer Duty – information for firms | FCA Context To help firms implement the Duty, it provides additional information on areas it has been receiving firm queries on, which are relevant for the wider market.  Key points to note The FCA has noted the...

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FOS publishes Ombudsman News 180

Link(s):Ombudsman News 180 (financial-ombudsman.org.uk) Context In this edition of Ombudsman News, the FOS shares its Feedback Statement following the recent outcome reporting consultation and shares its Plans and Budget for 2023/24. It also highlights the changes to...

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FCA publishes Handbook Notice 108

Link(s):Handbook Notice 108 (fca.org.uk) Context The FCA has published a Handbook Notice to inform of changes made to its Handbook in relation to: CP23/3 (Financial Services Compensation Scheme – Management Expenses Levy Limit 2023/24;CP22/26 (Quarterly Consultation...

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FCA sets clear plan for next 12 months

Link(s):FCA sets clear plan for next 12 months | FCA Context Within the FCA’s Business Plan 2023/24, the FCA has set out an ambitious programme for the next 12 months to achieve better outcomes for consumers and markets, in line with its 3-year strategy.   In the...

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Financial Ombudsman Service award limit increases

Link(s):Award limits increase (financial-ombudsman.org.uk) Context The FOS award limit is the maximum amount it can require a financial business to pay when it upholds complaints. This limit is adjusted each year in line with inflation, as measured by the Consumer...

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FCA launches a new consumer support section on its website

Link(s):Transforming how we support consumers online | FCA Context The FCA has introduced a new consumer section to its website, which is the result of extensive research into how and why consumers engage with the FCA, what it can offer consumers, and how it can...

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ABI responds to Spring Budget 2023

Link(s):ABI response to Spring Budget 2023 | ABI Context Following the Chancellor's Budget Statement on Wednesday 15th March 2023, the ABI comments on measures related to the insurance and long-term savings industry. Key points to note Mervyn Skeet, ABI Interim...

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FCA launches Consumer Duty firm survey

Context The FCA has launched a Consumer Duty firm survey, which is being sent to a sample of small and medium-sized firms to understand the progress they are making in implementing the Duty.   Key points to note The survey is being carried out on the FCA’s behalf...

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FCA Blog – Driving success through embracing equity

Link(s):Driving success through embracing equity | FCA Context Sarah Pritchard, FCA Executive Director, Markets, talks about how we all have a role to play in creating a more inclusive world. Key points to note Equity – this year’s focus for International Women’s Day...

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FOS publishes Ombudsman News 179

Link(s):Ombudsman News 179 (financial-ombudsman.org.uk) Context In this edition of Ombudsman News, FOS highlights the role of its Business Support Hub, the new name for its helpline for financial businesses and consumer representatives. It also shares its latest data,...

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ICO publishes SME Data Essentials pilot evaluation report

Link(s):ICO publishes SME Data Essentials pilot evaluation report | ICOSME Data Essentials pilot | ICO Context The ICO has recently completed a pilot programme with up to 60 SMEs from across the UK, which have been trialling an e-learning and self-assessment programme...

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FCA publishes the latest Regulatory Initiatives Grid

Link(s):Regulatory Initiatives Grid | FCA Financial Services Regulatory Initiatives Forum - Minutes: February 2023 (fca.org.uk) Context The Regulatory Initiatives Grid is updated twice each year by the Financial Services Regulatory Initiatives Forum, which is made up...

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ABI – Don’t leave me hanging on the telephone…

Link(s):Don’t leave me hanging on the telephone…  | ABI Context The Association of British Insurers announces they have joined forces with consumer group Fairer Finance who have produced guidance to help insurers and long-term savings providers further improve their...

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Tribunal rules on Experian appeal against ICO action

Link(s):Tribunal rules on Experian appeal against ICO action | ICO Context The First-Tier Tribunal (Information Rights) has ruled on the ICO’s action to require Experian Limited to change how it handles people’s personal data. The Judgment supported aspects of the...

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The FSCS introduces its Budget Update for January 2023

Link(s):Introduction to Budget Update 2023 | FSCS FCA announces next steps on improving the compensation framework | FCA Budget update | FSCS Context FSCS Chief Executive, Caroline Rainbird, introduces the January 2023 Budget Update which covers the proposed 2023/24...

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FCA Blog: Finance for positive, sustainable change

Link(s):Finance for positive, sustainable change | FCA Context Sacha Sadan, the FCA Director of Environmental, Social and Governance (ESG) has published a blog highlighting that closing the ‘say-do’ gap is key to tackling greenwashing and boosting confidence in ESG...

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FCA issues a Final Notice to Stratton Leasing Limited

Link(s):Final Notice 2022: Stratton Leasing Limited (fca.org.uk) Context The FCA have cancelled the permissions of Stratton Leasing Limited due to breaches of the suitability and appropriate resources Threshold Conditions, and also for not being open and co-operative...

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FCA Speech – How to organise a COO

Link(s):How to organise a COO | FCA Context Speech by Emily Shepperd, FCA Chief Operating Officer and Executive Director of Authorisations, delivered at the Armstrong Wolfe COO Summit 2023: Non-financial Risk Key points to note Shepperd discusses topics including...

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LMA’s Member Manifesto sets out its agenda for 2023

Link(s):LMA’s Member Manifesto for 2023 (lmalloyds.com) LMA’s Member Manifesto Video 2023 (lmalloyds.com) COH_J013182 LMA Member Manifesto 2023 C6 (adobe.com) Context The Lloyd’s Market Association (LMA) has outlined its strategic priorities for 2023. The LMA will...

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BIBA publishes its 2023 Manifesto

Link(s):BIBA - BIBA Manifesto 2023 - Page 1 (publitas.com) Context BIBA have launched their 2023 Manifesto, highlighting their key topics for this year. Key points to note Topics covered within the Manifesto include: Ensuring financial resilience and stability in...

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The FOS publishes Ombudsman News issue 178

Link(s):Ombudsman News issue 178 (financial-ombudsman.org.uk) Context In this edition of Ombudsman News, FOS highlights that its plans and budget consultation for 2023/24 closes soon. It also shares its latest blog about helping to resolve complaints from small...

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The FSCS introduces its January 2023 Budget Update

Link(s):Introduction to Budget Update/MELL consultation | FSCS Context FSCS Chief Executive, Caroline Rainbird, introduces the FSCS January 2023 Budget Update which covers the proposed 2023/24 FSCS management expenses budget and the latest forecast for 2022/23. Key...

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FSCS outlines and explains the role of the Retail Pool

Link(s):The role of the retail pool | FSCS Context Following a September 2021 article about how the FSCS forecasts the levy, Fiona Kidy, FSCS Chief Financial Officer, explains how the class contributions work, what the retail pool is and when the FSCS needs to use it....

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The FCA publishes a portfolio letter to wholesale brokers

Link(s):Portfolio letter: Wholesale brokers 2023 (fca.org.uk) Context The FCA has sent a letter to wholesale brokers to set out its new strategy for supervision for those firms. Key points to note The letter details the FCA’s view of the most important risks arising...

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Number of fines issued by the FCA more than doubled in 2022

Link(s):2022 fines | FCANumber of fines issued by the FCA more than doubled in 2022 | RPC Context The Financial Conduct Authority (FCA) has published a table of fines against firms and individuals during 2022 Key points to note During 2022: The FCA issued 25 fines in...

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FCA updates webpage on Change in Control

Link(s):Change in Control | FCA Context The Financial Conduct Authority (FCA) has provided an update regarding change in control applications within its change in control webpage. Key points to note The FCA has noted that it has been experiencing delays in allocating...

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FCA updates its Consumer Duty webpage

Link(s):Consumer Duty - information for firms | FCA Context The FCA has sent an update in relation to its Consumer Duty webpage as it has updated the information for firms page to include additional content on some of the key topics it has been receiving queries on....

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FCA to change how to log into FCA systems

Link(s):Multi-factor authentication for FCA systems | FCA Context The FCA is introducing multi-factor authentication to strengthen how firms log into FCA systems and to further protect and control access to data.  UKGI has published a Bulletin on its Compliance Manual...

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FCA publishes highlights of its approach in 2022

Link(s):Highlights of the FCA’s approach in 2022 | FCA;Temporary permissions removed if firms failing to apply for authorisation | FCA Context The FCA set out a three-year strategy in April 2022 designed to improve outcomes for consumers and markets. Key points to...

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FOS publishes Ombudsman News 176 and 177

Link(s):Ombudsman News 176 (financial-ombudsman.org.uk)Ombudsman News 177 (financial-ombudsman.org.uk) Context FOS has published Ombudsman News 176 and Ombudsman News 177 in which it shares: details on its roundtable discussion on motor insurance complaints and its...

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FCA announces ESG Advisory Committee to its Board

Link(s):FCA announces ESG Advisory Committee to its Board | FCA A strategy for positive change: our ESG priorities | FCA Context Earlier this year the FCA Board agreed to establish a new ESG Advisory Committee to help execute its Environmental, Social and Governance...

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