Platform due diligence with the lang cat

Beginner

Financial planning

Self certified

Video

Date:

Thursday 27th February 2020

Location:

Online

Duration

1 HRS 15 MINS

In July 2020, the FCA’s new platform rules came into force and in this session we seek to understand it better.

Learning objectives

In this session we covered…

An overview of the key themes and trends from 2019
What the new rules are about/mean and have to think about
Due diligence top tips
What to expect in 2020
A live demo of the platform analyser
What other bits of kit are out there and what we like/don’t like about them

Speakers

Mike Barrett

the lang cat

Mike is a driver and survivor of platform mergers, migrations and RDR and held senior roles at Skandia and Old Mutual Wealth. He now works with platforms, advisers, banks and asset managers to help them create and communicate in a way that’s a little less corporate and a little more human.