A collection of our articles about events in financial services.

Our extensive consulting experience gives us unique insight into issues affecting our clients. Here we provide interpretations and implications, not just in regulation and compliance, but wider issues that affect the industry.

Telos Solutions

Aug 20, 2021

Quiet, but seismic, shift

The fall out of the British Steel DB debacle will lead to a major change in requirements from the regulator.

Telos Solutions

May 21, 2020

The real impact of Carey

At first glance, this case contradicts the Berkeley Burke judicial review. It doesn't really - it has real impliactions for SIPP provider.

Telos Solutions

Apr 28, 2020

Avoid the car crash

Taking the right actions early enough can avoid the sort of car crash that happened at Liberty SIPP

Telos Solutions

Apr 20, 2020

Wants as well as needs?

Regulation is all based around 'rational' needs. How can we cope with client 'wants'? Also, what's the best index for compensation payments?

Telos Solutions

Mar 10, 2020

Getting more bang for your buck

SIPPs used to be simple and low cost - but are now more complex and expensive to run. A more intelligent approach to costs is needed.

Telos Solutions

Feb 7, 2020

Temptation that can kill

Non-standard Investments (NSIs), and oversight of investment managers, both need to be handled with special care