During each structured session, the compliance team steps back from day-to-day file work to review the regulatory landscape, and translate it into what your firm needs to do next.  

Not a file check, not an annual audit – more of a pulse check that keeps the conversation moving.  

The recording is usually available on DexteraTM for compliance clients (standard and premium!), and now we’re making it available on a pay-as-you-go basis, for just £50. ‍

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What happens in a QCI?

Think of it as your quarterly download on everything that's shifted, and what it means for your firm.

Our most recent session covered:

• The consultation papers changing things up. New rules on pension and investment advice, plus redress scheme reform, both landed with implications for how firms run their advice process.  
  

• The shifts you might have missed. FCA priorities for consumer investments, mortgage affordability expectations – the sector-specific detail that shapes good practice this quarter.
  

• The governance changes you need to know. SMCR updates, shorter approval timelines, revised certification requirements. Easy to miss. Expensive to ignore.
  

• The curveballs! A joint FCA and ICO position on sharing vulnerability data, confusion over the Consumer Credit Return, and other details that catch firms out if nobody sees it coming.
  

• The "so what do I actually do?" bit. Every QCI ends with action: what needs to change in your board reports, your MI, your file evidence. ‍

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What makes a QCI so special?

A QCI at Verve isn't one person talking through their notes. It's two compliance consultants reviewing the quarter together in-depth, cross-checking each other and drawing expert conclusions.

Plus, it's all backed by data from DexteraTM, our technology platform, and its file tracking metrics, training and competency records, CPD statistics and complaints logging. ‍

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How to access the Verve QCI

Access to QCIs comes as standard with compliance – another lovely perk of the service, alongside a full technical library, compliance and technical helpdesks, loads of frameworks and templates, and more.  

If you’re not a compliance user but want access to the QCI, good news! We’re making our latest QCI recording, and all of them to come, available for £50 via your DexteraTM account.  

To access it, log in and use the left hand menu to head to Training, and then Library. Type QCI into the search bar, and voila.  

If you have any questions about the QCI, switching to Verve or compliance in general, do reach out using the Say Hi page – we love to chat.

If you’re finding compliance frustrating, confusing or intimidating, it might be time to consider switching to Verve, where we make it straightforward.  

For more information about how things work with Verve and switching for free, don’t forget to download our adviser’s guide to switching compliance

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