9/10/2025 12:26:07 PM UK: FCA proposes clarifications to SDR rules By Premlata Fagan In its latest quarterly consultation (quarterly consultation paper No 49), the FCA has proposed a few helpful clarifications to the SDR...
8/7/2025 2:22:34 PM UK: FCA considers simplifying climate reporting requirements for asset managers By Stephen Clipsham The Financial Conduct Authority has announced that it is considering how to simplify sustainability reporting for asset managers, life...
7/8/2025 12:55:36 PM EU: Commission takes next steps on the path to simplifying Taxonomy Reporting By Premlata Fagan Raza Naeem Rachel Barrett Julia Grothaus +1 more... Show less On 4 July, the European Commission adopted a delegated act aimed at simplifying the application of the EU Taxonomy and reducing the...
7/3/2025 1:34:31 PM EU: ESMA promotes clarity in sustainability-related communications By Premlata Fagan Stephen Clipsham ESMA has published a ‘Thematic note on clear, fair & not misleading sustainability-related claims’ to help promote clarity in...
7/2/2025 9:53:12 AM Striking a new balance for mortgage lending – FCA’s Mortgage Rule Review By Clare Whittle Emily Rainbird The FCA has launched the next phase of its Mortgage Rule Review, publishing a discussion paper aimed at encouraging open dialogue on the...
7/1/2025 11:57:52 AM EU: ESMA review finds shortcomings in asset managers SFDR compliance and risk integration By Stephen Clipsham Premlata Fagan The European Securities and Markets Authority (ESMA) has published its final report following a Common Supervisory Action (CSA) carried...
7/1/2025 10:47:44 AM Advice/Guidance Boundary Review: Reflections on the FCA's targeted support proposals By Sara Cody Premlata Fagan FCA and Treasury’s joint Advice Guidance Boundary review is seeking to plug the UK's "advice gap" for retail investors. Targeted support...
7/1/2025 10:34:00 AM Advice/Guidance Boundary Review: FCA consults on its "once-in-a-generation" targeted support proposals By Premlata Fagan Sara Cody There is no denying that the advice gap is stark. Just 9% of adults received financial advice about their pensions or investments in the...