Tel +44 (0) 1634 615267 / +44 (0) 7841 513323 ::


7 12, 2017

4 essential B2B marketing tools you need to be using

December 7th, 2017|Perivan|0 Comments

There are so many marketing tools, suppliers, hints and tips out there. How do you know which solutions are worth investing in? Which strategies are worth committing to? We’ve done some research to identify the tools you should be using, and the benefits they can deliver. Marketing automation This is a term that can be [...]

6 12, 2017

How to make sure your sales proposals comply with MiFID II

December 6th, 2017|Compliance|0 Comments

The MifID II regulations come into force on 3 January 2018. While many of the updated rules apply to a firm’s operations, many also affect client/prospect communications, like sales proposals. How can you make sure your proposals comply with the new rules – and can using a checklist help? What’s changing under the new directive? [...]

2 12, 2017

What is the IPID and how can insurance firms comply?

December 2nd, 2017|Perivan|0 Comments

The Insurance Distribution Directive (IDD) comes into force for UK firms on 23 February 2018. Here we look at what it entails – in particular regarding the requirement for the new Insurance Product Information Document (IPID). What is the IDD and what does your firm need to do to comply? The IDD concerns the distribution [...]

2 12, 2017

How to avoid the subscription trap

December 2nd, 2017|CAP|0 Comments

Free trials and tribulations – Avoiding the subscription trap The Committees of Advertising Practice (CAP) have published new guidance about the advertising of “free trials” (or other promotional offer) subscription models. These offers can be a good way to introduce and showcase your product but, if a consumer must enrol into an ongoing payment arrangement to take [...]

30 11, 2017

#Ad(vice) – Making clear that an ad is an ad

November 30th, 2017|CAP|0 Comments

Advertisers should feel free to be creative when devising campaigns. However, it’s important that your audience is always aware that they’re looking at an ad. Ads posted on social media by celebrities or influencers may need to include a label, for example “Ad”, if the intent of the post isn’t otherwise clear.  Here’s some guidance to help [...]

21 11, 2017

Advertising ex-fleet vehicles

November 21st, 2017|CAP|0 Comments

Selling used cars - advertising ex-fleet vehicles. If you’re a fleet operator selling ex-business use vehicles, the Advertising Standards Authority (ASA) will expect information about the ex-fleet nature of the vehicle to be included in your advertising.  This is because they consider it to be material information that would influence a consumer’s transactional decision in purchasing [...]

20 11, 2017

Understanding e-cig rules

November 20th, 2017|CAP|0 Comments

Getting to grips with the new e-cig rule. Back in February this year, Committees of Advertising Practice (CAP) announced the introduction of the new Code rule 22.12, prohibiting the advertising of unlicensed, nicotine-containing electronic cigarettes and their component products in some specific non-broadcast media. The rule was brought in to reflect changes to the law which came into [...]

15 11, 2017

Top comparative claim tips: higher education sector

November 15th, 2017|CAP|0 Comments

Top tips for making comparative claims in the higher education sector. The higher education sector is a competitive one and making comparative claims can be a great way to stand out and provide prospective students with useful information to help them to decide where to apply. Such claims might draw on rankings and analysis from [...]

12 11, 2017

MiFID II checklist

November 12th, 2017|Regulation|0 Comments

How to use a checklist for better Markets in Financial Instruments Directive (MifID II) compliance Checklists sometimes come in for a bit of a hard time. ‘Taking a checklist approach’ has come to signify doing the bare minimum; ticking a box to show a job has been done, without looking at the big picture. And [...]

11 11, 2017

10 UK & international advertising regulation pointers for 2018

November 11th, 2017|Clearcast|0 Comments

Clearcast Head of Copy Clearance Niamh McGuinness shared her UK knowledge and Business Affairs Manager Danny Turner brought us up to speed on international developments. Below are top 10 takeaway points from the session to help you prepare for your 2018 campaigns and beyond. UK Developments 1. Ads for foods High in Fat Salt [...]

10 11, 2017

Mental health advertising

November 10th, 2017|CAP|0 Comments

Getting it right on mental health Mental health problems affect approximately 1 in 4 people in the UK every year, and advertisers have a responsibility to make sure their ads don’t have an adverse impact on those affected or on society more generally.  The CAP Code contains a number of rules that can help advertisers [...]

10 11, 2017

Making adverts reign supreme

November 10th, 2017|CAP|0 Comments

The CAP Code and Royalty: Make your ads reign supreme On 20 November 2017, Queen Elizabeth II and Prince Phillip celebrate their 70th wedding anniversary, with the Royal Mint creating a commemorative platinum coin to mark the occasion. In other royal news, Prince William and the Duchess of Cambridge recently announced that they are [...]

4 11, 2017

How to marry innovation with compliance

November 4th, 2017|Perivan|0 Comments

This week saw the release of a new Digital Innovators Power List. The list comprises companies leading the way in digital disruption, and we ask: what can marketers in financial services learn from the digital innovators? Who are the digital innovators? The power list comprises 50 firms, and has been compiled by City A.M. and [...]

3 11, 2017

Can new FCA complaints data improve compliance?

November 3rd, 2017|Compliance|0 Comments

The Financial Conduct Authority (FCA) has released its latest complaints data, covering the first half of 2017. What does the data tell us, and how can you use it to improve your compliance? Complaints to the FCA up in 2017 Every six months, the regulator releases data on complaints in the last half year. The [...]

29 10, 2017

How to help marketing comply with MiFID II

October 29th, 2017|Perivan|0 Comments

You will be only too aware of the MiFID II requirements – but is the rest of your business equally well prepared? The Markets in Financial Instruments Directive II has implications not just for Compliance but for your Sales and Marketing teams and entire firm. Here we look at how you can help your Marketing [...]

27 10, 2017

Guidance for Gambling Operators

October 27th, 2017|CAP|0 Comments

Particularly Appealing Guidance for Gambling Operators, not Children by the Committees of Advertising Practice (CAP). Since 2007 gambling ads that have particular appeal to children and/or young people (under-18s) have been likely to break the CAP Code, particularly if they are generally available to view by them (‘freely accessible’).  Follow this helpful guidance to ensure that [...]

26 10, 2017

GDPR: sorting the myths from the reality

October 26th, 2017|Perivan|0 Comments

When it comes to the General Data Protection Regulation, there is a lot of ‘news’. But little in the way of hard facts. Facts around what compliance looks like; around exactly what firms need to do to avoid breaching the new EU regulation. So here, we set out to separate the myths from the reality: [...]

21 10, 2017

Money Laundering Supervision for Estate Agents

October 21st, 2017|AML|0 Comments

New Money Laundering Regulations 2017 … Are You Registered? Who must register You must register with HMRC if your business carries out any activity defined as estate agency work. This includes things like: sending out property details and arranging viewings offering personal advice to potential sellers or buyers answering questions from potential sellers or buyers [...]

20 10, 2017

Black Friday promotional marketing

October 20th, 2017|CAP|0 Comments

Back in Black Friday – Getting your promotional offers in line. Autumn is truly upon us, and with it comes the inevitable countdown to one of the biggest consumer events of the year, Black Friday.  One day has rapidly evolved into almost two weeks of sales so it is important that you have prepared adequately [...]

12 10, 2017

Top 10 laws of social media marketing?

October 12th, 2017|Perivan|0 Comments

When it comes to marketing via Twitter, Linkedin or other social media channels, there are some rules to follow. Read on for 10 laws of social media marketing – rules that will help deliver the clicks and interactions you’re after. Listen to your audience Before you speak on social media, listen. What does your audience [...]