Consumer Duty regulations are reshaping protection advice by shifting the industry from box-ticking compliance to a genuine focus on client outcomes. This shift enables advisers to deliver more meaningful, goal-oriented conversations about financial security. Keith Richards from the Consumer Duty Alliance joins us to discuss how things are shaping up 2 years on, before we get an adviser's view from Jiten Varsani from FortyOne Money Key learnings from this episode: • Consumer Duty represe...
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Consumer Duty regulations are reshaping protection advice by shifting the industry from box-ticking compliance to a genuine focus on client outcomes. This shift enables advisers to deliver more meaningful, goal-oriented conversations about financial security. Keith Richards from the Consumer Duty Alliance joins us to discuss how things are shaping up 2 years on, before we get an adviser's view from Jiten Varsani from FortyOne Money Key learnings from this episode: • Consumer Duty represe...
S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice
Let's Talk Income Protection
41 minutes
1 year ago
S1:EP1 - Fortifying Your Client's Finances with Expert Income Protection Advice
Welcome to the inaugural episode of Let's Talk IP by the Income Protection Task Force, your bi-weekly fix of IP upskilling, to help you become the best adviser you can be. In today's episode Imagine securing your financial future with a shield so robust that life's unexpected twists can't dent your stability. That's the promise of income protection, a topic we explore thoroughly in our interview with Keiran Leeder a behavioural specialist turned mortgage and protection adviser. Keiran bring...
Let's Talk Income Protection
Consumer Duty regulations are reshaping protection advice by shifting the industry from box-ticking compliance to a genuine focus on client outcomes. This shift enables advisers to deliver more meaningful, goal-oriented conversations about financial security. Keith Richards from the Consumer Duty Alliance joins us to discuss how things are shaping up 2 years on, before we get an adviser's view from Jiten Varsani from FortyOne Money Key learnings from this episode: • Consumer Duty represe...
