All regulated Marketing Managers know the importance of compliant financial promotions.

But this week, the need for compliance was brought sharply into focus as four people were arrested following a probe into a collapsed firm.

The FCA and Serious Fraud Office investigation into collapsed mini-bond..

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 ..

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 ..

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?

Changing the way we ..

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?

Changing the way we ..

Last week, I went to a really valuable training session on Search Engine Optimisation.

Most Marketers understand the concept of SEO, and many are successfully optimising their sites for success on search engines like Google and Bing.

But it’s an area that’s constantly evolving. Refreshing yourself ..

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..

If you work in financial services, the chances are your firm has explored – if not activated – social media as a communications channel.

For regulated industries, it’s even more important to think carefully about your approach to social media. As well as the obvious resourcing and messaging implica..

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..

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?

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?

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.

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?

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 ..

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:

• The formats that work
• The challenges to effective content..