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

Partner Insight: Can advisers help narrow the gender wealth gap?

Partner Insight: Can advisers help narrow the gender wealth gap?

There are plenty of ways the advice industry can help women on their financial journeys and alleviate some of the disadvantages of those gaps.

Sarka Halas
clock 18 December 2024 • 2 min read
Partner Insight: How to prepare your clients for the great wealth transfer

Partner Insight: How to prepare your clients for the great wealth transfer

Financial advisers are facing significant complexity in their planning for clients amid the generational wealth transfer that is coming.

Sarka Halas
clock 11 December 2024 • 2 min read
Partner Insight: How to talk to clients about approaching retirement

Partner Insight: How to talk to clients about approaching retirement

From how much clients should be saving towards retirement, to dipping into pension pot, tax implications and more, Lisa Conway-Hughes, chartered financial adviser at LCH Wealth answers our questions on retirement planning.

Sarka Halas
clock 05 December 2024 • 1 min read