Consumer Duty reality: The impact on mortgages and protection
(March 2024)
Consumer Duty reality: how are adviser business models changing?
Cutting through the Consumer Duty noise: what really matters?
(September 2023)
Technology Forum
The role of technology in improving Consumer Duty reporting
- audio (April 2025)
Artificial intelligence in financial advice - A Beginner's Guide
- audio (November 2024)
Preparing for 2025: How technology can support your Consumer Duty obligations
- audio (October 2024)
The role of cashflow planning in supporting Consumer Duty obligations
- audio (June 2024)
Consumer Duty and using technology to demonstrate ongoing advice
- audio (April 2024)
Good practice and due diligence when adopting artificial intelligence
- audio (February 2024)
Intergenerational wealth transfers, foreseeable harms and effective continuity plans
- audio (December 2023)
Maximising client security and creating new opportunities
- audio (November 2023)
Protection Forum
The role of protection in Inheritance Tax Planning
- audio (May 2025)
Using cashflow planning to highlight protection needs
- audio (March 2025)
Why is Lasting Power of Attorney a crucial element of financial planning?
- audio (January 2025)
Protecting company directors, professional partners/shareholders and business founders
- audio (December 2024)
What does Consumer Duty require for protection advice?
- audio (October 2024)