PODCAST · business
Friday Focus
by Mark Dennison
Short, light touch topical compliance podcast.
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118
2026-05-08 - Friday Focus - MI - collecting relevant data
Mark's short, to the point, not too heavy regulatory chat!
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117
2026-05-01 - Friday Focus - The trouble with ATR - Take 2
Mark's short, to the point, not too heavy regulatory chat!
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116
2026-04-24 - Friday Focus - The problem with ATR
Mark's short, to the point, not too heavy regulatory chat!
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115
2026-04-17 - Friday Focus - FCA updates
Mark's short, to the point, not too heavy regulatory chat!
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114
2026-04-03 - Friday Focus - The end of annual reviews
Mark's short, to the point, not too heavy regulatory chat!
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113
2026-03-27 - Friday Focus - Cancelling to emotion from risk profiling
Mark's short, to the point, not too heavy regulatory chat!
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112
2026-03-20 - Friday Focus - Refreshing the parameters for suitable advice.
Mark's short, to the point, not too heavy regulatory chat!
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111
2026-03-13 - Friday Focus - Pesky last minute TYE contributions
Mark's short, to the point, not too heavy regulatory chat!
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110
2026-03-06 - Friday Focus - Planning Beyond a Crisis
Mark's short, to the point, not too heavy regulatory chat!
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109
2026-02-27 - Friday Focus - The art of recruiting
Mark's short, to the point, not too heavy regulatory chat!
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108
2026-02-20 - Friday focus - When to fix fees
Mark's short, to the point, not too heavy regulatory chat!
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107
2026-02-13 - Friday Focus - Square pegs, square holes for staff
Mark's short, to the point, not too heavy regulatory chat!
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106
2026-02-06 - Friday Focus - Dealing with regulatory references
Mark's short, to the point, not too heavy regulatory chat!
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105
2026-01-30 - Friday Focus - What about a distribution service
Mark's short, to the point, not too heavy regulatory chat!
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104
2026-01-23 - Friday Focus - Commerciality and advice
Mark's short, to the point, not too heavy regulatory chat!
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103
2026-01-16 - Friday Focus - getting in shape for 2026
Mark's short, to the point, not too heavy regulatory chat!
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102
2026-01-09 - Friday Focus - Hello 2026
Mark's short, to the point, not too heavy regulatory chat!
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101
2025-11-28 - Friday Focus - Cash Flow modelling
Mark's short, to the point, not too heavy regulatory chat!
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100
2025-11-14 - Friday Focus - Snippets, Friday Focus and CPD
Mark's short, to the point, not too heavy regulatory chat!
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99
2025-11-07 - Friday Focus - Timing of disclosures
Mark's short, to the point, not too heavy regulatory chat!
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98
2025-10-31 - Friday Focus - Vulnerability and annual reviews
Mark's short, to the point, not too heavy regulatory chat!
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97
2025-10-24 - Friday Focus - using DFMs
Mark's short, to the point, not too heavy regulatory chat!
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96
2025-10-17 - Friday Focus - Cashflow Assumptions
Mark's short, to the point, not too heavy regulatory chat!
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95
2025-10-10 - Friday Focus - Annual Certification
Mark's short, to the point, not too heavy regulatory chat!
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94
2025-10-03 - Friday Focus - Probate
Mark's short, to the point, not too heavy regulatory chat!
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93
2025-09-26 - Friday Focus - Advising on Gilts
Mark's short, to the point, not too heavy regulatory chat!
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92
2025-09-18 - Friday Focus - An investment philosophy is critical
Mark's short, to the point, not too heavy regulatory chat!
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91
2025-09-12 - Friday Focus - Matching investment propositions with client categories
Mark's short, to the point, not too heavy regulatory chat!
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90
2028-09-05 - Friday Focus - Temporary v permanent vulnerability
Mark's short, to the point, not too heavy regulatory chat!
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89
2025-08-29 - Friday Focus - Clients informing beneficiaries
Mark's short, to the point, not too heavy regulatory chat!
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88
2025-07-25 - Friday Focus - Bye for Hols
Mark's short, to the point, not too heavy regulatory chat!
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87
2025-07-18 - Friday Focus - Objective setting
Mark's short, to the point, not too heavy regulatory chat!
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86
2025-07-11 - Friday Focus - Risk profiling - capacity for loss - cash flows
Mark's short, to the point, not too heavy regulatory chat!
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85
2025-07-04 - Friday Focus - Source of funds
Mark's short, to the point, not too heavy regulatory chat!
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84
2025-06-27 - Friday Focus - the 60-40 balanced portfolio - is it about to change?
Mark's short, to the point, not too heavy regulatory chat!
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83
2025-06-20 - Friday Focus - Consumer Duty - Logging Client
Mark's short, to the point, not too heavy regulatory chat!
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82
2025-06-13 - Friday Focus - Discretion vs Direction in pensions death benefits
Mark's short, to the point, not too heavy regulatory chat!
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81
2025-06-06 - Friday Focus - Capacity for loss
Mark's short, to the point, not too heavy regulatory chat!
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80
2025-05-30 - Friday Focus - Annual reviews and client contact
Mark's short, to the point, not too heavy regulatory chat!
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79
2025-05-23 - Friday Focus - Retirement income strategy and investment pathways
Mark's short, to the point, not too heavy regulatory chat!
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78
2025-05-16 - Friday Focus - Sub Optimal CPD
Mark's short, to the point, not too heavy regulatory chat!
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77
2025-05-09 - Friday Focus - Compliant websites
Mark's short, to the point, not too heavy regulatory chat!
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76
2025-05-02 - Friday Focus - Even more on Competence
Mark's short, to the point, not too heavy regulatory chat!
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75
2025-04-25 - Friday Focus - Adviser Competence
Mark's short, to the point, not too heavy regulatory chat!
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74
2025-04-18 - Friday Focus - Recruitment
Mark's short, to the point, not too heavy regulatory chat!
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73
2025-04-11 - Friday Focus - Key must have documents
Mark's short, to the point, not too heavy regulatory chat!
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72
2025-04-04 - Friday Focus - Statements of responsibility
Mark's short, to the point, not too heavy regulatory chat!
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71
2025-03-28 - Friday Focus - Getting retirement income sustainability right
Mark's short, to the point, not too heavy regulatory chat!
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70
Friday focus - 2025-03-21 - Finalising your cash flow assumption
Mark's short, to the point, not too heavy regulatory chat!
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69
Friday Focus - 2025-03-07 - Invalidating your cyber insurance
Mark's short, to the point, not too heavy regulatory chat!
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ABOUT THIS SHOW
Short, light touch topical compliance podcast.
HOSTED BY
Mark Dennison
CATEGORIES
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