by Tony Catt | Mar 2, 2012 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Training & Development March 2012 The future of financial advice This presentation was originally written in March 2012 in preparation for RDR. It was originally presented at a Business Network International metting and also to some firms of advisers. Read...
by Tony Catt | Oct 17, 2011 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Compliance, huh – what is it good for? October 2011 Compliance is the C word in financial services of which many people will have a rather negative view. Compliance is the C word in financial services of which many people will have a rather negative view. On...
by Tony Catt | Sep 30, 2009 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Bank behaviour – same old, same old September 2009 It is good to see the Prime Minister and the Chancellor taking a tough line on bank bonuses. This was originally a letter to Financial Adviser magazine (now FT Adviser) in September 2009. Read the PDF...
by Tony Catt | Sep 9, 2009 | Catt's Eye View - Historic .PDF, Financial Services - Articles
Personal Pension Account – all change September 2009 The one thing that we can all be sure about is that things will change. This was originally a letter to Financial Adviser magazine (now FT Adviser) in September 2009. Read the PDF...
by Tony Catt | Aug 20, 2008 | Catt's Eye View - Historic .PDF, Financial Services - Articles
The Retail Distribution Review August 2008 Regulator looking at retail distribution This was originally written as a training presentation in August 2008. Read the PDF...
