Financial Advice in a Consumer Duty world

Update: 2024-08-29

Description

...in which Catriona McInally of M&G Wealth and I discuss Consumer Duty, Lifestyle planning, vulnerable customers, segmentation, ponies and the Scottish Highlands

Comments

In Channel

Platforms, with Nick Raine of Soderberg

2024-12-1728:42

The investment episode with Ben Kumar

2024-12-1251:06

How the government is reshaping the UK's pension system

2024-11-2146:51

The model portfolio episode

2024-11-1939:15

News round up and an interview with IFA Nicola Ellis

2024-10-2338:53

A cornucopia of pension news

2024-10-0447:56

The Behavioural Economics episode

2024-10-0239:10

Financial Advice in a Consumer Duty world

2024-08-2934:36

Will pensions be Dashboard ready? Data quality, member ID and false passports

2024-08-2331:09

Adequacy and resilience - what are we aiming for?

2024-08-1350:32

The Pensions Bill, the new government and insights from Australia

2024-08-0201:02:00

The Advice Gap 2024

2024-07-0936:33

A blueprint to fix the UK's pension system

2024-06-2201:22:36

What's the next government got planned for our income and savings

2024-06-1732:35

Letters of Authority, the worst pension admin problem that isn't being fixed

2024-06-1123:21

Election pensions

2024-06-0642:18

Financial advice firms, recruitment, AI, DEI

2024-05-3136:02

Everything you ever wanted to know about getting rid of the Lifetime Allowance but were afraid to ask

2024-05-2353:41

Collective Defined Contribution schemes are going to save pensions

2024-03-1447:39

Having fun on Budget Day

2024-03-0732:48

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Financial Advice in a Consumer Duty world

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Financial Advice in a Consumer Duty world

the lang cat

Financial Advice in a Consumer Duty world