September 2025

01 - Money Marketing - ‘Long overdue’ but must be wary of duplication: fraud measures come into force

July 2025

25 - Money Marketing - Women overwhelmingly back financial planning careers, survey shows

22 - International Adviser - Women’s Wealth Alliance tackles misconceptions around financial planning roles

22 - Professional Paraplanner - New survey reveals barriers preventing more women entering the personal finance sector

22 - Professional Adviser - Majority of female planners would recommend role to other women

22 - FTAdviser - Half of women would not consider financial advice as a career

22 - Money Marketing - Women overwhelmingly back financial planning careers

22 - IFA Magazine - Majority of female planners would recommend role to other women

18 - FTAdviser - Reeves’ decision to cut regulation ‘red tape’ could weaken SMCR

17 - Professional Adviser - 'Will this return us to one-size-fits-all?': Industry divided over Reeves' Consumer Duty wholesale review

16 - Financial Planning Today - Consumer Duty Alliance welcomes FCA review

15 - FTAdviser - As paid-for advice becomes less popular, what can IFAs do?

June 2025

26 - FTAdviser - Consumer Duty Alliance launches forum to help advisers with data challenge

26 - Professional Adviser - Consumer Duty Alliance launches data forum to help with FCA expectations

19 - FTAdviser - Defined benefit advice: advisers drop permissions as transfer demand wanes

16 - FTAdviser - Fos under fire: why Treasury review signals potential overhaul of complaints landscape

13 - FTAdviser - ‘If regulation is stopping women from becoming financial advisers, why?’

10 - FTAdviser - Calling paraplanners - the Women’s Wealth Alliance needs you!

03 - Money Marketing - Women’s Wealth Alliance seeks views on women in personal finance.

02 - Professional Adviser - 'WWA launches 'landmark' women in personal finance survey''

02 - FTAdviser - Calling advisers - the Women’s Wealth Alliance needs you!

May 2025

 

16 - FTAdviser - Calling all women in personal finance – we want your voices to be heard.

14 - FTAdviser - Robin Melley: there are a lot of misconceptions with vulnerability.

 

April 2025

28 - FTAdviser - 50 shades of green: advice industry is a ‘mixed bag’ when it comes to ESG

14 - Cover Magazine - The Financial Vulnerability Taskforce launches vulnerable customer support guide.

14 - FTAdviser - Financial Vulnerability Taskforce appoints Robin Melley as chair.

14 - Financial Planning Today - Chartered Planner appointed chair of Vulnerability Taskforce.

14 - Professional Adviser - Financial Vulnerability Taskforce names Robin Melley as chair.

 

March 2025

 12 - Professional Adviser - 'Professional Adviser TV: The key to cracking vulnerability'

12 - Money Marketing - 'More sector-specific guidance needed on vulnerability,' CDA warns

12 - FTAdviser - 'CDA calls for sector specific guidance on vulnerability'

6- Professional Adviser - Time to 'accelerate action' on female adviser headcount.

6 - FTAdviser - LOA process: ‘Archaic, outdated and inefficient’

 

February 2025

24 - Professional Adviser - FCA's ongoing advice services findings 'encouraging' but work not over.'

21 - FTAdviser - 'Consolidation is affecting adviser trends' 

20 - FTAdviser - Number of female advisers grows by just 2%

 

January 2025

20 - Professional Adviser - FCA's plan to axe Consumer Duty board champions 'questionable'

15 - Professional Adviser - New pensions minister: Advisers cautiously welcome 'radical thinker' Torsten Bell

 

December 2024

10 - FT Adviser - Protection industry must ‘rethink’ how it engages with advisers

       Money Marketing - Insurers must better engage with advisers on protection products, survey finds

6 -  Money Marketing - New Consumer Duty tool launched to help advisers ‘stay one step ahead’

5 -  FT Adviser - Consumer Duty Alliance launches tool for firms to track progress

      Financial Planning Today - Consumer Duty Alliance launches free diagnostic tool

4 - Professional Adviser - Consumer Duty Alliance launches tool to help advisers 'stay ahead of FCA'

November

27 - Professional Adviser - Consumer Duty Alliance to launch international arm for expats

October 

24 - FT Adviser - Protection Guru to host regular protection forums for CDA

The Intermediary - Protection Guru to host bi-monthly Consumer Duty Alliance protection forums

IFA Magazine - Protection Guru to host bi-monthly Consumer Duty alliance protection forums

23 - FT Adviser - 'My surprise at queuing for the ladies loo at an advice conference'

11 - 'CONSUMER DUTY AND THE EVOLUTION OF FINANCIAL PLANNING' - THE ALLIANCE'S FIRST IN-PERSON EVENT

FT Adviser - FCA to publish 'polluter pays' proposals before end of year

Money Marketing - FCA tight-lipped over timing of consolidation review

Professional Adviser - FCA's Hulme: Consolidation review a response to 'industry-led' concerns

FCA - It's good to be different: the new FCA supervisory strategy for the financial advice sector 
Speech by Nick Hulme, head of department, advisers, wealth and pensions, consumer investments, delivered at the Consumer Duty Alliance event in Birmingham

August

20 - FT Adviser - 'Under-represented' smaller firms to hear from FCA at event

       Money Marketing - FCA among speakers at Consumer Duty Alliance event

       Financial Planning Today - FCA spotlight on smaller firms at CDA event

12 - FT Adviser - Pair of directors appointed at Consumer Duty Alliance

9 - Money Marketing - Consumer Duty Alliance appoints Barnes and Owen to board of directors

     Professional Adviser - People Moves: CDA welcomes Vanessa Barnes and Adam Owen

June 2024

27 - Money Marketing - New diagnostic tool launched ahead of Consumer Duty first anniversary

        Financial Planning Today - Consumer Duty 'gap analysis' diagnostic tool unveiled

        FT Adviser - Consumer Duty Alliance partners with Model Office on diagnostic tool

        PA Adviser - Consumer Duty Alliance launches tool to help advisers meet FCA requirements

26 - Professional Adviser - Consumer Duty Alliance and Model Office launch diagnostic platform

25 - Financial Planning Today - Free risk videos for Consumer Duty Alliance members

20 - Money Marketing - Consumer Duty Alliance offers free client-facing videos to advisers

        FT Adviser - Client facing videos made available to advisers

May 

30 - The Intermediary: Air reveals headline speakers for National Later Life Lending Conference 2024

8 - FTAdviser: Consumer duty guide to help firms ahead of deadline

2 - Professional Adviser: Adviser guide aims to 'demystify' Consumer Duty annual reporting

1 - Financial Reporter: Why should financial advisers be engaged in learning more about the UK’s adult social care system?

April

24 - Financial Planning Today: Consumer Duty Alliance backs new Retirement Income Taskforce 
                                                                  Keith Richards: Why we're backing new Retirement Income Taskforce

March 

26 - CDA LAUNCHES ALLIANCE TO ATTRACT NEW TALENT

Financial Planning Today: New alliance launched to boost industry recruitment
FT Adviser: CDA launches alliance to attract talent to advice profession
Money Marketing: Consumer Duty Alliance launches initiative to attract new talent
Professional Adviser: Consumer Duty Alliance looks to attract advice industry talent

25 - BestAdvice: Later life lending customer needs “have forever changed”

Legal Futures: An opportunity to demonstrate your support for clients in vulnerable circumstances

12 - FT Adviser: Worry for profession as young adviser numbers plummet

8 - Income Protection Task Force joins Consumer Duty Alliance

Cover magazine: IPTF joins Consumer Duty Alliance membership
Money Marketing: IPTF joins Consumer Duty Alliance

February

15 - The CISI: The Consumer Duty – six months on

December 2023

14 - FT Adviser: Full time pro bono: 'I get up in the morning realising I don't have a conflict'

12 - FT Adviser: 'I did not need to do this, but felt it was the right thing to do'

November

29 - Professional Adviser: FCA's 'polluter pays' consultation: 'Wary' IFAs raise questions

October

6 - FT Adviser: Protection Guru works with doctors to improve CI policy wordings

September

25 - VouchedFor announces new campaign supported by Consumer Duty Alliance

FT Adviser: VouchedFor campaign looks to change perception of advisers
IFA magazine: VouchedFor aims to tackle public’s lack of trust in advice with campaign reaching 3 million consumers

August 

18 - FT Adviser: Consumer Duty Alliance hits 10k members in 5 months

8   - Consumer Duty Alliance appoint ex-FCA Technical Specialist as Chair of the Consumer Duty Champions’ Forum

FT Adviser: Consumer Duty Alliance appoints former FCA specialist to lead forum
Financial Planning Today: Consumer Duty Alliance adds former regulator as forum chair
Professional Adviser: Ex-FCA exec to chair Consumer Duty Alliance forum

8   - Financial Vulnerability Taskforce issues Good Practice Guide Containing over 30 practical ways to support bereaved clients

Cover magazine: Financial Vulnerability Taskforce launches guide to support bereaved clients
Professional Adviser: Financial Vulnerability Taskforce issues guide to support bereaved clients

May

23 - Technology Forum announces initial operating structure and meeting dates for 2023

Best Advice: Consumer Duty Alliance Technology Forum announces operational details
IFA magazine: Consumer Duty Alliance Tech Forum announce more details of support available to advice professionals
The Intermediary: Consumer Duty Alliance Technology Forum shares meeting dates for 2023

17 - Professional Adviser Retreat

Richards calls industry to unite ahead of Consumer Duty

April 

13 - Promoting the profession

FT Adviser: Why parity of esteem is the holy grail for financial services

11 - Pensions Advice Taskforce being reformed 

FT Adviser: Pensions advice taskforce to be reformed
FT Adviser: Richards: Industry 'needs to address' pre-retirement planning

5 - SimplyBiz joins the Consumer Duty Alliance

Best Advice: SimplyBiz becomes founding Affiliate of Consumer Duty Alliance
Cover magazine: SimplyBiz joins Consumer Duty Alliance as affiliate
Health and Protection: SimplyBiz joins Consumer Duty Alliance
Mortgage Solutions: SimplyBiz joins Consumer Duty Alliance as affiliate
Professional Adviser - SimplyBiz joins Keith Richards' Consumer Duty Alliance
The Intermediary: SimplyBiz becomes founding Affiliate of Consumer Duty Alliance

March 

31 - FT Adviser podcast: The Consumer Duty Alliance and what it means for advisers

Featuring Keith Richards, CEO of the Consumer Duty Alliance, Ian Mckenna, CEO of FTRC and chair of the Consumer Duty Alliance technology forum, and Russell Facer, CEO of Threesixty Services and an early affiliate of the alliance.
In the podcast Keith explains that "We've already got well over 4,000 advisers that are part of the alliance, and that number is growing rapidly as each day passes."

24 - Legal & General partners with the Consumer Duty Alliance to promote good practice

FT Adviser: L&G partners with Consumer Duty Alliance to promote good practice
Cover: Legal & General becomes Consumer Duty Alliance member
Money Age: Legal & General partners with Consumer Duty Alliance
Insurance Business Magazine: Legal & General talks about Consumer Duty Alliance membership
Financial Planning Today: Legal & General joins new Consumer Duty Alliance
Health & Protection: Legal & General joins Consumer Duty Alliance
Best Advice: L&G partners with the Consumer Duty Alliance
The Intermediary: Legal & General joins Consumer Duty Alliance to promote good practice and better client outcomes
Protection Reporter: Legal & General announce partnership with the Consumer Duty Alliance to promote better standards in benchmarking

9 - Launch press release 

FT Adviser :Keith Richards launches professional body for financial services
FT Adviser: Five things to know about the Consumer Duty Alliance
FT Adviser: 'Pivotal moment for sector': Advisers react to new professional body
Money Marketing: Ex-PFS CEO Keith Richards backs new professional adviser body
Financial Planning Today: New body launched for Consumer Duty professionals
Professional Adviser: Ex-PFS CEO launches Consumer Duty 'good practice' body
Cover: Keith Richards unveils new Consumer Duty advisory body
International Adviser: Former PFS CEO sets up financial services professional body
Adviser Home: A new body is formed for advisers, but will it be an alternative to existing professional bodies?

 

 

     
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