Friday Focus

Short, light touch topical compliance podcast.

2025-11-28 - Friday Focus - Cash Flow modelling

Mark's short, to the point, not too heavy regulatory chat!

11-28
04:04

2025-11-14 - Friday Focus - Snippets, Friday Focus and CPD

Mark's short, to the point, not too heavy regulatory chat!

11-14
04:55

2025-11-07 - Friday Focus - Timing of disclosures

Mark's short, to the point, not too heavy regulatory chat!

11-07
10:33

2025-10-31 - Friday Focus - Vulnerability and annual reviews

Mark's short, to the point, not too heavy regulatory chat!

10-31
05:24

2025-10-24 - Friday Focus - using DFMs

Mark's short, to the point, not too heavy regulatory chat!

10-24
06:18

2025-10-17 - Friday Focus - Cashflow Assumptions

Mark's short, to the point, not too heavy regulatory chat!

10-17
05:25

2025-10-10 - Friday Focus - Annual Certification

Mark's short, to the point, not too heavy regulatory chat!

10-10
05:05

2025-10-03 - Friday Focus - Probate

Mark's short, to the point, not too heavy regulatory chat!

10-03
05:30

2025-09-26 - Friday Focus - Advising on Gilts

Mark's short, to the point, not too heavy regulatory chat!

09-26
04:26

2025-09-18 - Friday Focus - An investment philosophy is critical

Mark's short, to the point, not too heavy regulatory chat!

09-18
03:46

2025-09-12 - Friday Focus - Matching investment propositions with client categories

Mark's short, to the point, not too heavy regulatory chat!

09-12
03:00

2028-09-05 - Friday Focus - Temporary v permanent vulnerability

Mark's short, to the point, not too heavy regulatory chat!

09-05
05:29

2025-08-29 - Friday Focus - Clients informing beneficiaries

Mark's short, to the point, not too heavy regulatory chat!

08-28
04:06

2025-07-25 - Friday Focus - Bye for Hols

Mark's short, to the point, not too heavy regulatory chat!

07-25
00:56

2025-07-18 - Friday Focus - Objective setting

Mark's short, to the point, not too heavy regulatory chat!

07-18
04:39

2025-07-11 - Friday Focus - Risk profiling - capacity for loss - cash flows

Mark's short, to the point, not too heavy regulatory chat!

07-11
05:19

2025-07-04 - Friday Focus - Source of funds

Mark's short, to the point, not too heavy regulatory chat!

07-04
02:44

2025-06-27 - Friday Focus - the 60-40 balanced portfolio - is it about to change?

Mark's short, to the point, not too heavy regulatory chat!

06-27
04:28

2025-06-20 - Friday Focus - Consumer Duty - Logging Client

Mark's short, to the point, not too heavy regulatory chat!

06-20
03:21

2025-06-13 - Friday Focus - Discretion vs Direction in pensions death benefits

Mark's short, to the point, not too heavy regulatory chat!

06-13
02:36

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