Friday Focus

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Épisodes

126 épisodes

1. 2026-11-06 - Friday Focus - Why data is important il y a 1 semaine 4:44
2. 2026-10-30 - Friday Focus - Supervisors doing supervision stuff il y a 2 semaines 6:09
3. 2026-10-23 - Friday Focus - Advising Trustees il y a 3 semaines 3:03
4. 2026-10-16 - Friday Focus - Confirming message il y a 1 mois 5:18
5. 2026-10-09 - Friday Focus - AI and fact finding il y a 1 mois 5:45
6. 2026-10-02 - Friday Focus - Preparing for exit il y a 1 mois 4:57
7. 2026-09-25 - Friday Focus - The value of process il y a 2 mois 3:56
8. 2026-06-12 - Friday Focus - Advice and ad hoc withdrawals il y a 5 mois 5:40
9. 2026-05-22 - Friday Focus - Portfolio concentration risk il y a 6 mois 5:08
10. 2026-05-08 - Friday Focus - MI - collecting relevant data il y a 6 mois 7:35
11. 2026-05-01 - Friday Focus - The trouble with ATR - Take 2 il y a 7 mois 5:50
12. 2026-04-24 - Friday Focus - The problem with ATR il y a 7 mois 5:20
13. 2026-04-17 - Friday Focus - FCA updates il y a 7 mois 11:37
14. 2026-04-03 - Friday Focus - The end of annual reviews il y a 7 mois 4:33
15. 2026-03-27 - Friday Focus - Cancelling to emotion from risk profiling il y a 8 mois 9:08
16. 2026-03-20 - Friday Focus - Refreshing the parameters for suitable advice. il y a 8 mois 5:15
17. 2026-03-13 - Friday Focus - Pesky last minute TYE contributions il y a 8 mois 4:13
18. 2026-03-06 - Friday Focus - Planning Beyond a Crisis il y a 8 mois 5:40
19. 2026-02-27 - Friday Focus - The art of recruiting il y a 9 mois 5:20
20. 2026-02-20 - Friday focus - When to fix fees il y a 9 mois 4:09
21. 2026-02-13 - Friday Focus - Square pegs, square holes for staff il y a 9 mois 3:43
22. 2026-02-06 - Friday Focus - Dealing with regulatory references il y a 9 mois 3:37
23. 2026-01-30 - Friday Focus - What about a distribution service il y a 10 mois 3:53
24. 2026-01-23 - Friday Focus - Commerciality and advice il y a 10 mois 4:49
25. 2026-01-16 - Friday Focus - getting in shape for 2026 il y a 10 mois 6:09
26. 2026-01-09 - Friday Focus - Hello 2026 il y a 10 mois 2:51
27. 2025-11-28 - Friday Focus - Cash Flow modelling il y a 1 an 4:04
28. 2025-11-14 - Friday Focus - Snippets, Friday Focus and CPD il y a 1 an 4:55
29. 2025-11-07 - Friday Focus - Timing of disclosures il y a 1 an 10:33
30. 2025-10-31 - Friday Focus - Vulnerability and annual reviews il y a 1 an 5:24
31. 2025-10-24 - Friday Focus - using DFMs il y a 1 an 6:18
32. 2025-10-17 - Friday Focus - Cashflow Assumptions il y a 1 an 5:25
33. 2025-10-10 - Friday Focus - Annual Certification il y a 1 an 5:05
34. 2025-10-03 - Friday Focus - Probate il y a 1 an 5:30
35. 2025-09-26 - Friday Focus - Advising on Gilts il y a 1 an 4:26
36. 2025-09-18 - Friday Focus - An investment philosophy is critical il y a 1 an 3:46
37. 2025-09-12 - Friday Focus - Matching investment propositions with client categories il y a 1 an 3:00
38. 2028-09-05 - Friday Focus - Temporary v permanent vulnerability il y a 1 an 5:29
39. 2025-08-29 - Friday Focus - Clients informing beneficiaries il y a 1 an 4:06
40. 2025-07-25 - Friday Focus - Bye for Hols il y a 1 an 0:56
41. 2025-07-18 - Friday Focus - Objective setting il y a 1 an 4:39
42. 2025-07-11 - Friday Focus - Risk profiling - capacity for loss - cash flows il y a 1 an 5:19
43. 2025-07-04 - Friday Focus - Source of funds il y a 1 an 2:44
44. 2025-06-27 - Friday Focus - the 60-40 balanced portfolio - is it about to change? il y a 1 an 4:28
45. 2025-06-20 - Friday Focus - Consumer Duty - Logging Client il y a 1 an 3:21
46. 2025-06-13 - Friday Focus - Discretion vs Direction in pensions death benefits il y a 1 an 2:36
47. 2025-06-06 - Friday Focus - Capacity for loss il y a 1 an 4:31
48. 2025-05-30 - Friday Focus - Annual reviews and client contact il y a 1 an 4:41
49. 2025-05-23 - Friday Focus - Retirement income strategy and investment pathways il y a 1 an 4:22
50. 2025-05-16 - Friday Focus - Sub Optimal CPD il y a 1 an 6:31