This week, the ASA/CAP annual report was released.
What does it tell marketers about advertising compliance, and what lessons can we take away from it?
Your brand is central to your success.
As a Marketer, you know that – and you only need to look at the success of the world’s best brands to understand how crucial a consistent brand experience is.
How does this translate to financial services brands? And how can you make the most of the brand you ..
A New Year is a great opportunity to revisit your strategy. To take a fresh look at your approach and identify areas where you could brush up your techniques.
Whether that’s adopting new technologies, moving into new delivery channels, or just sharpening up your current approach – it’s a good time t..
The Information Commissioner’s Office has published its final detailed guidance on consent to help firms with their preparations for GDPR.
Here we look at what this guidance tells us, and what you need to do to comply before the deadline.
Pension communications aren’t often held up as examples of best practice. But things may be changing, as an article in Money Marketing explained this week.
Are we nearing a revolution in retirement communications? And will other financial services customer materials follow suit?
Financial promotions. You all write, review, edit and publish them.
But what exactly is a financial promotion (FP) in the eyes of the Financial Conduct Authority?
A new report from Buffer, released this month, examines the State of Social as we start 2019.
The report, based on a survey of over 1800 marketing professionals from across industry, explores ‘how marketers across the globe think about social media, what's working, how the industry is changing, and ..
In April, Perivan Technology released the latest, upgraded version of our DotApprove platform.
What are the new features of the platform, and what benefits do they bring to regulated marketers?
Earlier this month, the Competition and Markets Authority (CMA) released the findings from its latest survey on quality of service in UK banking.
The survey was introduced by the CMA after it conducted a market investigation into the banking sector in 2016. The results, shown in a league table, enab..
This week, we complete our look at the State of Play report 2019, which identifies the big content marketing trends for financial services companies.
The report is based on a survey of marketers across financial services. Here we explore:
Earlier this month, the FCA released the latest outputs from its Asset Management Market Study. This second set of rules aim ‘to improve the quality of the information available to consumers about the funds they invest in’.
What are the new rules, and how will they impact your marketing?
On 11 April, the Financial Conduct Authority issued a stern letter to CEOs about repeated failings in financial promotions approvals.
As a regulated Marketer, you need a deep understanding of the rules that govern financial promotions. You need to work closely with your Compliance team to make sure..
The Competition and Markets Authority (CMA) has launched a campaign aimed at ensuring firms include fair terms in their contracts and materials.
The campaign is aimed particularly at the holiday and travel industries, but has lessons for all firms.
If you market regulated financial services, The FCA..
On 29 April, Christopher Woolard, FCA Executive Director for Strategy and Competition, gave a presentation on innovation.
He talked about the impact of the FCA’s work to promote innovation, and how the regulator aims to continue encouraging innovative approaches.
We summarise his speech and look at ..