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Our latest resources.

A selection of whitepapers, guides, templates and webinars covering hot topics across financial services, all created by our team of experts. Our full webinar archive can now be accessed via DexteraTM

BUILD: Your  Centralised...

A Webinar

🗓️ February 2025 | 🎥 1:28:33

Catch up on our latest BUILD webinar where we were joined by PIMCO and Aspen.

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SPOTLIGHT:
PII- Perfect Case...

A Webinar

🗓️ February 2025 | 🎥 1:04:12

Catch up on our latest SPOTLIGHT webinar where we were joined by BareRock.

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The Dawn of Positive Compliance

A WHITEPAPER

🗓️ January 2025 | 🕙 25 minutes

Verve explores what could happen if compliance was seen from a completely different perspective.

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GROW: Professional Development

A Webinar

🗓️ January 2025 | 🎥 2:00:51

Catch up on our latest GROW event featuring Fidelity, Foresight and P1 Investments.

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TALK: The Nuts & Bolts of SDR

A Webinar

🗓️ December 2024 | 🎥 00:48:01

Catch up on our latest TALK webinar where we were joined by EdenTree to discuss SDR.

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Retirement Income

A WHITEPAPER

🗓️ April 2024 | 🕙 30 minutes

Co-authored with Brooks Macdonald, exploring the evolving regulatory landscape in the retirement space.

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Consumer Duty (Part 2)

A GUIDE

🗓️ May 2023 | 🕙 25 minutes

The second guide in our Consumer Duty series, exploring how the regulatory landscape is changing.

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Consumer Duty (Part 1)

A GUIDE

🗓️ July 2022 | 🕙 25 minutes

The first guide in our Consumer Duty series, exploring the introduction and considerations around the new Duty.

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Direct Authorisation

A GUIDE

🗓️ December 2021 | 🕙 20 minutes

Exploring the considerations that should be on your radar before embarking on the journey.

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