All Episodes
Friday Focus — 117 episodes
2026-05-08 - Friday Focus - MI - collecting relevant data
2026-05-01 - Friday Focus - The trouble with ATR - Take 2
2026-04-24 - Friday Focus - The problem with ATR
2026-04-17 - Friday Focus - FCA updates
2026-04-03 - Friday Focus - The end of annual reviews
2026-03-27 - Friday Focus - Cancelling to emotion from risk profiling
2026-03-20 - Friday Focus - Refreshing the parameters for suitable advice.
2026-03-13 - Friday Focus - Pesky last minute TYE contributions
2026-03-06 - Friday Focus - Planning Beyond a Crisis
2026-02-27 - Friday Focus - The art of recruiting
2026-02-20 - Friday focus - When to fix fees
2026-02-13 - Friday Focus - Square pegs, square holes for staff
2026-02-06 - Friday Focus - Dealing with regulatory references
2026-01-30 - Friday Focus - What about a distribution service
2026-01-23 - Friday Focus - Commerciality and advice
2026-01-16 - Friday Focus - getting in shape for 2026
2026-01-09 - Friday Focus - Hello 2026
2025-11-28 - Friday Focus - Cash Flow modelling
2025-11-14 - Friday Focus - Snippets, Friday Focus and CPD
2025-11-07 - Friday Focus - Timing of disclosures
2025-10-31 - Friday Focus - Vulnerability and annual reviews
2025-10-24 - Friday Focus - using DFMs
2025-10-17 - Friday Focus - Cashflow Assumptions
2025-10-10 - Friday Focus - Annual Certification
2025-10-03 - Friday Focus - Probate
2025-09-26 - Friday Focus - Advising on Gilts
2025-09-18 - Friday Focus - An investment philosophy is critical
2025-09-12 - Friday Focus - Matching investment propositions with client categories
2028-09-05 - Friday Focus - Temporary v permanent vulnerability
2025-08-29 - Friday Focus - Clients informing beneficiaries
2025-07-25 - Friday Focus - Bye for Hols
2025-07-18 - Friday Focus - Objective setting
2025-07-11 - Friday Focus - Risk profiling - capacity for loss - cash flows
2025-07-04 - Friday Focus - Source of funds
2025-06-27 - Friday Focus - the 60-40 balanced portfolio - is it about to change?
2025-06-20 - Friday Focus - Consumer Duty - Logging Client
2025-06-13 - Friday Focus - Discretion vs Direction in pensions death benefits
2025-06-06 - Friday Focus - Capacity for loss
2025-05-30 - Friday Focus - Annual reviews and client contact
2025-05-23 - Friday Focus - Retirement income strategy and investment pathways
2025-05-16 - Friday Focus - Sub Optimal CPD
2025-05-09 - Friday Focus - Compliant websites
2025-05-02 - Friday Focus - Even more on Competence
2025-04-25 - Friday Focus - Adviser Competence
2025-04-18 - Friday Focus - Recruitment
2025-04-11 - Friday Focus - Key must have documents
2025-04-04 - Friday Focus - Statements of responsibility
2025-03-28 - Friday Focus - Getting retirement income sustainability right
Friday focus - 2025-03-21 - Finalising your cash flow assumption
Friday Focus - 2025-03-07 - Invalidating your cyber insurance
2025-02-28 - Friday Focus - Operational resilience
2025-02-21 - Friday Focus - Managing Vulnerabilities
2025-02-14 - Friday Focus - What is Financial Planning
2025-01-07 - Friday Focus - Top ups for children of clients
2025-01-31 - Friday Focus - Compliance plans for 2025
2025-01-24 - Friday Focus - The Competence triangle
2025-01-17 - Friday Focus - Why the FCA exists
2025-01-10 - Friday Focus - The 2025 regulatory landscape
Friday Focus - 2024-12-20 - When advice trumps compliance
Friday Focus - 2024-12-13 - The budget and changing financial plans
Friday Focus - 2024-12-06 - Annuities - not a value for money play
Friday Focus - 2024-11-29 - New clients when to do reviews
Friday Focus - 2024-11-22 - Bookending platform DD
Friday Focus - 2024-11-15 - Dealing with non-responding clients
Friday Focus - 2024-11-08 - Vulnerability thematic review
Friday Focus - 2024-11-01 - Effect of the budget
Friday Focus - 2024-10-25 - Gremlins from file reviews
Friday Focus 2024-10-18 - Annual review charging
Friday Focus 2024-10-11 - Selling down home in retirement
Friday Focus - 2024-10-04 - Rules
Friday Focus - 2024-09-27 - The art of annual reporting
Friday Focus - 2024-09-20 - Specificity of Advice
Friday Focus - 2024-09-13 - Triangles
Friday Focus - 2024-09-06 - the FOS still recognises jurisdictional defences.
Friday Focus - 2024-07-19 - Active v Passive investing
Friday Focus - 2024-07-12 - Failed annual reviews
Friday Focus - 2024-07-05 - When to report on Consumer Duty
Friday Focus - 2024-06-28 - Retirement Income thematic.
Friday Focus - 2024-06-21 - Having a mission statement.
Friday focus - 14/06/2024 - Annual review delivery
Friday Focus - 07/05/2024 - Creating shareholder value
Friday Focus - 31/05/2024 - Refreshing clients' investment knowledge
Friday Focus - 24/05/2024 - Coersion and vulnerable clients
Friday Focus - 17/05/2024 - Refreshing clients' investment knowledge
Friday Focus - 10/05/2024 - Building care costs into cash flows
Friday Focus - 03/05/2024 - Body Language
Friday Focus - 26/04/2024 - Legacy products and suitability
Friday Focus - 19/04/2024 - Stress
Friday Focus - 12/04/2024 - Preparing your non compliance officer CEO for an SM&CR interview.
Friday Focus - 05/04/2024 - Insistent - Vulnerable clients
Friday Focus - 29/03/2024 - Investments - market and asset allocation
Friday Focus 22/03/24 - Fixed fees
Friday Focus 15/03/24 - Cash flow assumptions
Friday Focus - SM&CR thematic review from the FCA
Friday Focus - Cyber security
Friday Focus - MI and using it
Friday Focus - Skilled persons reports
Friday Focus - giving clients sight of the options when making recommendations
Friday Focus - educating and re-educating your clients about the economies of the market
Friday Focus - The importance and significance of our meeting agendas
Friday Focus - Governance - the importance of getting it right at the beginning of the year.
Friday Focus - Consumer duty action plans and AI meeting notes
Friday Focus - FCA's consumer duty emails
Friday Focus - Financial planning? Spending
Friday focus - New Adviser FCA registration
Friday focus - the FCA, surveys and over charging
Friday Focus - Inter Family Conflicts
Friday Focus - Consumer Duty and Data
Friday Focus - Later Life Client Charging
Friday Focus - Post Retirement Client Category
Friday Focus - Benchmarks
Friday Focus - Investments
Friday Focus - Complaints
Friday Focus - ESG investing
Friday Focus - CPD
Friday Focus - Consumer Duty start line
TCD Friday Focus