Step-by-step journeys — Guided paths through business milestones, organised by sector.

Start a business 4

Planning and launching a new business venture

Financial and …

Start a financial services business

Launch an FCA-regulated financial services business with proper authorisation

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Financial and …

Start a fintech business

Launch a financial technology business requiring FCA authorisation

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Consumer and r…

Start offering consumer credit to customers

End-to-end learning path for businesses new to consumer credit. Covers understanding FCA regulation, obtaining authorisation, setting up pre-contract disclosures and affordability assessments, complying with advertising rules, and verifying ongoing compliance under the Consumer Duty.

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Consumer and r…

Understanding consumer rights law for traders

Learn your legal obligations when selling goods, services, or digital content to consumers. Covers the Consumer Rights Act 2015 quality standards, tiered remedies, distance selling rules, unfair contract terms, and enforcement penalties.

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Comply with regulations 7

Meeting legal, safety, environmental, and sector-specific requirements

Financial and …

Consumer credit compliance quick-check

Quick compliance check for experienced consumer credit firms. Covers FCA permissions, fee payments, credit advertising, pre-contract disclosures, Consumer Duty obligations, complaints handling, and upcoming BNPL regulation.

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Consumer and r…

Consumer rights compliance checklist

Quick compliance check for traders selling goods, services, or digital content to consumers. Covers quality standards, remedies, distance selling, unfair terms, and enforcement readiness.

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Financial and …

Handle Section 75 claims from customers

What to do when a customer makes a Section 75 connected lender liability claim. Covers validating the claim against the GBP 100 to GBP 30,000 threshold, investigating supplier breach or misrepresentation, responding within the 8-week complaints deadline, FOS escalation, and recovering costs from the supplier.

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Consumer and r…

Handling customer refund disputes

When a customer demands a refund, what are your legal obligations? This guide helps you determine whether the customer is entitled to a refund, what remedy to offer, and how to process it correctly under the Consumer Rights Act 2015.

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Financial and …

Meet anti-money laundering requirements

Essential guide to AML compliance for UK businesses in regulated sectors. Covers registration with supervisors, customer due diligence, suspicious activity reporting, appointing an MLRO, record keeping, staff training, and penalties for non-compliance.

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Consumer and r…

Prepare your BNPL business for FCA regulation

Preparation guide for Buy Now Pay Later providers and merchants ahead of FCA regulation from 15 July 2026. Covers what is changing, whether you need FCA authorisation or credit broking permission, affordability assessment setup, advertising compliance, pre-contract disclosure, and complaints handling through the Financial Ombudsman Service.

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Financial and …

Respond to FCA enforcement action or investigation

What to do if the FCA contacts your consumer credit firm about enforcement action, a skilled person review, or formal investigation. Covers identifying the type of action, immediate steps, compliance review, and preparing your response.

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