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Resources

Read. Then Rule.

Go beyond compliance to performance. Delve into a wealth of resources designed to help you attract investors, safeguard customers and strengthen reputations.

Filter by:
    Article
    Investment Firms Newsletter – April 2026.

    Stay updated with April 2026's top regulatory changes for investment firms, from regulatory communications, Consumer Duty and SDR labelling practices.

    Link
    Article
    What does Consumer Duty mean for Cryptoasset Firms (Part 2):

    From October 2027, UK cryptoasset firms must meet FCA Consumer Duty rules. Learn how the four outcomes, products, price, understanding, and support, apply in practice.

    Link
    Article Factsheet
    Detecting and Preventing Insider Fraud in Financial Institutions.

    A practical guide to insider fraud detection using existing AML and transaction monitoring systems, including detection frameworks, governance models, and a phased implementation roadmap.

    Link
    Article
    Investment Firms Newsletter – March 2026.

    Stay updated with March 2026's top regulatory changes for investment firms, from regulatory communications, Consumer Duty and ESG disclosures.

    Link
    Article
    A Compliance Consultant’s View: What the FCA’s Consumer Finance Priorities Really Mean for Your Firm.

    Firms that fail to embed outcome-focused compliance into their core operations risk being exposed in an increasingly data-driven and interventionist regulatory environment.

    Link
    Article
    CASS 15: The Importance of Third-Party Safeguarding Oversight.

    As firms prepare for CASS 15, increased scrutiny on the selection and oversight of safeguarding third parties means a more structured, risk-based and well-documented approach is now essential.

    Link
    Article
    Preparing for Client Categorisation Reform: What Firms Should Be Thinking About Now.

    The Financial Conduct Authority’s CP25/36 proposes replacing rigid quantitative tests with a more flexible qualitative assessment for elective professional clients, alongside a mandatory reassessment of existing client classifications.

    Link
    Article
    What does Consumer Duty mean for Cryptoasset Firms (Part 1):

    From 2027, cryptoasset firms in the UK must meet the FCA’s Consumer Duty, putting customers first through fairness, transparency, and support.

    Link
    Article
    If the Worst Happens: CASS 10 and the Mandate for Resolution Packs.

    From May 2026, firms must maintain a clear, up-to-date Resolution Pack under CASS 10 to ensure customer funds can be swiftly returned in the event of insolvency.

    Link
    Article
    The UK’s Move to Formalise Cryptoasset Regulation: From Market Entry to Market Maturity.

    The FCA’s CP26/4 signals a decisive shift to full financial services regulation for UK crypto firms, prioritising governance, accountability and consumer protection over speed to market.

    Link
    Article
    Investment Firms Newsletter – February 2026.

    Stay updated with February 2026's top regulatory changes for investment firms, from capital markets reform, AI innovation ESG disclosures.

    Link
    Article
    Insurance Priorities 2026.

    The FCA will lift its pause on motor finance complaints on 31 May 2026, giving firms time to prepare for a likely surge in cases and a new compensation scheme.

    Link

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