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How Long Should a Therapist Keep Client Records?

By Amanda 25th April 202314th April 2023

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

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What is Conduct Risk for Insurers?

By Amanda 21st April 202314th April 2023

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

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A Guide to Record Keeping for the Self Employed

By Amanda 18th April 202314th April 2023

If you’re a self-employed freelancer or contractor, you have a legal obligation to keep certain records. These laws apply whether you’re a sole trader, or

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Dental Nurse: Role & Responsibilities

By Amanda 30th March 20239th March 2023

If you’re considering a career in dentistry, this post will outline the key responsibilities of one of the most important roles in the industry –

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FCA Rules For Holding Client Money – What You Need to Know

By Amanda 22nd March 20239th March 2023

The Financial Conduct Authority (FCA) regulates financial service firms and financial markets in the UK, including insurers and insurance brokers. What Does the FCA Do?

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How To Thank a Client For Their Business

By Amanda 15th March 20239th March 2023

If you’re a self-employed freelancer or contractor, or if you’re running a small business, then establishing good relationships with your clients is key to your

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