Join us at one of 15 locations nationwide in September and November for an interactive and in-depth seminar, accredited for 2.5 hours of structured CPD. The topics covered will be 'Using trusts for estate and inheritance tax planning' and 'FCA Consumer Duty – what is that all about?’.
Nearly three years after the introduction of Consumer Duty, are firms delivering the improved outcomes the FCA intended? Drawing on insights from more than 65,000 UK consumer interviews, this on-demand webinar from YouGov explores how perceptions of financial services have evolved since implementation. Discover which sectors and brands are leading the way, where gaps remain, and how different customer groups, including vulnerable consumers and younger generations, view their experiences today. Gain valuable insight into the latest Consumer Duty trends and what they could mean for firms looking to strengthen customer outcomes.
Attitude to Risk is one of the foundations of good financial planning, yet it’s often reduced to a questionnaire and a risk score. In the latest episode of Panacea Conversations, compliance expert Tony Catt explains why the real value lies in the conversations behind the questionnaire. We explore adviser bias, client psychology, capacity for loss, vulnerability, and why risk shouldn’t be viewed solely through an investment lens. If you want to strengthen your Attitude to Risk process, this is a conversation worth hearing.
In this episode of Panacea Conversations, we explore one of the most fundamental, and often misunderstood, aspects of the advice process: Attitude to Risk.
Not yet registered?
Please complete this form to join our community