Blog category
Who has to record calls under FCA rules now that SYSC 10A has replaced COBS 11.8, whether mortgage and equity release advisers are in scope, how long to keep recordings, and what UK GDPR expects when you tell callers and staff.
11 min read
A ready-to-use call monitoring form for FCA-regulated advice calls: the items to score, binary versus weighted scoring, which misses should fail a call outright, how to keep reviewers consistent, and how to turn the results into Consumer Duty evidence.
11 min read
Sampling feels proportionate until you do the maths. How likely a sample is to catch a problem that affects one call in fifty, how big a sample really needs to be, and why reviewing every call first changes the question.
4 min read
Automated call QA is only as good as the rules you give it. A practical guide to writing rules that are specific, observable and fair — with examples of each rule type and how to test them before you rely on them.
3 min read
In a 30-minute walkthrough we'll show you how COSA would assess your calls, what your compliance team would see each morning, and what it would take to go live.
