The forthcoming Consumer Duty will place the onus on firms to identify and manage vulnerable customers. With the final policy statement from the FCA due to be published by the end of...

The process of buying financial products has been transformed with the development of the online journey. And while this digital shift has undoubtedly provided consumers with greater...

It might be odd for a CEO to say this, but the acquisition of Bluecoat Software and the FinPlan CRM product does prompt a few questions. Prime among these is probably “Why has a...

In just the last few days, the industry has been thrown something of a curveball when it comes to customer vulnerability. New guidance, which has been issued by the FCA, alongside an...

Investing within an environmental, social, and corporate governance (ESG) set of standards has quickly found itself at the centrepiece of operations within the financial services...

There are many significant life events which we prepare for, and getting a mortgage and a new house is certainly one of them.

Of all the lessons that businesses have learned over the past couple of years, the need to be adaptable and flexible must be right up there.

The principal behind series 3 of the Barclays Mortgage Insider podcast has seen a slight shift from previous seasons as we’ve tried to explore more personal and business...

There’s been some phenomenal marketing activity in the later life lending sector over the last 12 months, working hard to educate customers about the benefits it can provide and...

Halfway through the year, there’s little doubt 2022 is set to enter our collective memory as a period of uncertainty. Rarely do two black swan events occur in unison, but the...