by Tony Catt | Oct 22, 2013 | Catt's Eye View - Historic .PDF, Financial Services - Articles
MPS revisited June 2021 MPS – increasingly the investment choice of advisers. That project mushroomed up from an initial request from one of my client IFA firms to undertake due diligence because they wanted to use OMW Wealth Select. So just a bit of...
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...
