Anthony Smith Fellow of the Chartered Insurance Institute (FCII), Associate of the Personal Finance Society (APFS), Chartered Insurance Practitioner

Anthony has extensive experience working with many leading financial services firms from investments, life and pensions, mortgages and general insurance.  He is a CASS expert and has worked with a number of firms setting up new investment companies and with the leading platform provider focusing on compliant CASS processes.  He has also worked with the offshore industry in Dublin and on many strategic compliance projects.

Chris Reader

Chris is a leading light in financial promotions with extensive experience in life and pensions, general insurance, funds and investments.  Acting as an interim manager he has turned around struggling departments and transformed standards in many leading financial services firms across the UK.

Martin Langlands Associate of the Chartered Insurance Institute (ACII), Postgraduate Diploma in Marketing (DipM), BA, DMS, MBA, Chartered Insurance Practitioner, Associate of the Chartered Institute of Marketing (ACIM).

Martin is a management consultant and big 4 professional able to transform organisations and make things happen.

Martin has significant experience in a variety of areas including compliance policy work (strategic and tactical), understanding the interaction of compliance policy with the legal and regulatory framework,  product management and development of retail products including Life, Investment, Pension and General Insurance.  He has also been involved in setting complaints policy and has undertaken a lead liaison role with FOS for a leading UK retail bank.  Martin has been involved in thought leadership in TCF and product marketing for a leading UK Bank.  His thought leadership areas of focus have been on suitability of sales to retail clients and the effectiveness of distribution channels for organisations.

• Compliance Projects
• Wrap Platforms
• Part IV applications
• CASS Expert
• Training
• Offshore Life Insurance and Investments
• Financial Services Centre Dublin
• Financial Services Conferences
• European Financial Directives
• Regulatory Change
• Compliance Policies and Procedures
• Compliance Manuals
• Financial Promotions
• Mortgages Compliance
• General Insurance Compliance
• Life and Pensions Compliance
• Compliance Monitoring
• Reporting cloud technology

To discuss your project please contact 07778 136089

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