60 minutes CPD
Alex Funk, CIO, Schroder Investment Solutions, and Gillian Hepburn, Head of UK Intermediary Solutions, are joined by Sheila Nicoll, Head of Public Policy, to discuss what is driving the sustainability agenda. Our experts will also discuss the current status of the FCA Sustainability Disclosure Requirements consultation, particularly on product labelling and requirements around suitability.
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.
