The Financial Conduct Authority (FCA) is one of a few bodies that regulates financial service firms and financial markets in the UK. If you want
How To Tell Clients Your Prices Are Increasing
If you’re a self-employed freelancer or contractor, or you run a small business, then you will have to raise your prices from time to time.
Complementary Therapist Insurance – Do I Need It?
In this post we’ll discuss the sort of insurance you might need as a complementary therapist, and what it will cover. What is Complementary Therapy?
A Guide to MiFID Client Categorisation
This post is an essential introduction to MiFID client categorisation. We’ll explain the three categories and discuss why it’s important that your clients are correctly
How Long Should a Therapist Keep Client Records?
The UK’s Health & Care Professions Council (HCPC) advises that therapists should keep “full, clear and accurate” records. In this post we’ll discuss some best
What is Conduct Risk for Insurers?
In recent years, the Financial Conduct Authority (FCA) has been working towards an agenda they refer to as “conduct risk”. Customers trust insurers to provide