Editor's View: Stepping things up ahead of the 31 July deadline

The editor's Friday Night Takeaway from 17 May

Hope Coumbe
clock • 1 min read

There has been a lot going on this week on the news front and as ever, I’ll take my lead from you all.

Our most read story was from the Professional Adviser Management Retreat, which took place on Wednesday and Thursday in Dorking. Speaking to delegates, Sesame Bankhall chief risk officer Sarah Batham explained the ins and outs of the Financial Conduct Authority's expectations around advisers' first annual Consumer Duty report. I don't want to alarm you, but it's due in ten weeks! Batham warned the report isn't a "once and done" scenario, encouraging advisers to continuously improve their outcomes for clients. Elsewhere, Jigsaw Tree managing director Chris Baigent-Reed spoke on building a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read