Friday Focus

PODCAST · business

Friday Focus

Short, light touch topical compliance podcast.

  1. 118

    2026-05-08 - Friday Focus - MI - collecting relevant data

    Mark's short, to the point, not too heavy regulatory chat!

  2. 117

    2026-05-01 - Friday Focus - The trouble with ATR - Take 2

    Mark's short, to the point, not too heavy regulatory chat!

  3. 116

    2026-04-24 - Friday Focus - The problem with ATR

    Mark's short, to the point, not too heavy regulatory chat!

  4. 115

    2026-04-17 - Friday Focus - FCA updates

    Mark's short, to the point, not too heavy regulatory chat!

  5. 114

    2026-04-03 - Friday Focus - The end of annual reviews

    Mark's short, to the point, not too heavy regulatory chat!

  6. 113

    2026-03-27 - Friday Focus - Cancelling to emotion from risk profiling

    Mark's short, to the point, not too heavy regulatory chat!

  7. 112

    2026-03-20 - Friday Focus - Refreshing the parameters for suitable advice.

    Mark's short, to the point, not too heavy regulatory chat!

  8. 111

    2026-03-13 - Friday Focus - Pesky last minute TYE contributions

    Mark's short, to the point, not too heavy regulatory chat!

  9. 110

    2026-03-06 - Friday Focus - Planning Beyond a Crisis

    Mark's short, to the point, not too heavy regulatory chat!

  10. 109

    2026-02-27 - Friday Focus - The art of recruiting

    Mark's short, to the point, not too heavy regulatory chat!

  11. 108

    2026-02-20 - Friday focus - When to fix fees

    Mark's short, to the point, not too heavy regulatory chat!

  12. 107

    2026-02-13 - Friday Focus - Square pegs, square holes for staff

    Mark's short, to the point, not too heavy regulatory chat!

  13. 106

    2026-02-06 - Friday Focus - Dealing with regulatory references

    Mark's short, to the point, not too heavy regulatory chat!

  14. 105

    2026-01-30 - Friday Focus - What about a distribution service

    Mark's short, to the point, not too heavy regulatory chat!

  15. 104

    2026-01-23 - Friday Focus - Commerciality and advice

    Mark's short, to the point, not too heavy regulatory chat!

  16. 103

    2026-01-16 - Friday Focus - getting in shape for 2026

    Mark's short, to the point, not too heavy regulatory chat!

  17. 102

    2026-01-09 - Friday Focus - Hello 2026

    Mark's short, to the point, not too heavy regulatory chat!

  18. 101

    2025-11-28 - Friday Focus - Cash Flow modelling

    Mark's short, to the point, not too heavy regulatory chat!

  19. 100

    2025-11-14 - Friday Focus - Snippets, Friday Focus and CPD

    Mark's short, to the point, not too heavy regulatory chat!

  20. 99

    2025-11-07 - Friday Focus - Timing of disclosures

    Mark's short, to the point, not too heavy regulatory chat!

  21. 98

    2025-10-31 - Friday Focus - Vulnerability and annual reviews

    Mark's short, to the point, not too heavy regulatory chat!

  22. 97

    2025-10-24 - Friday Focus - using DFMs

    Mark's short, to the point, not too heavy regulatory chat!

  23. 96

    2025-10-17 - Friday Focus - Cashflow Assumptions

    Mark's short, to the point, not too heavy regulatory chat!

  24. 95

    2025-10-10 - Friday Focus - Annual Certification

    Mark's short, to the point, not too heavy regulatory chat!

  25. 94

    2025-10-03 - Friday Focus - Probate

    Mark's short, to the point, not too heavy regulatory chat!

  26. 93

    2025-09-26 - Friday Focus - Advising on Gilts

    Mark's short, to the point, not too heavy regulatory chat!

  27. 92

    2025-09-18 - Friday Focus - An investment philosophy is critical

    Mark's short, to the point, not too heavy regulatory chat!

  28. 91

    2025-09-12 - Friday Focus - Matching investment propositions with client categories

    Mark's short, to the point, not too heavy regulatory chat!

  29. 90

    2028-09-05 - Friday Focus - Temporary v permanent vulnerability

    Mark's short, to the point, not too heavy regulatory chat!

  30. 89

    2025-08-29 - Friday Focus - Clients informing beneficiaries

    Mark's short, to the point, not too heavy regulatory chat!

  31. 88

    2025-07-25 - Friday Focus - Bye for Hols

    Mark's short, to the point, not too heavy regulatory chat!

  32. 87

    2025-07-18 - Friday Focus - Objective setting

    Mark's short, to the point, not too heavy regulatory chat!

  33. 86

    2025-07-11 - Friday Focus - Risk profiling - capacity for loss - cash flows

    Mark's short, to the point, not too heavy regulatory chat!

  34. 85

    2025-07-04 - Friday Focus - Source of funds

    Mark's short, to the point, not too heavy regulatory chat!

  35. 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!

  36. 83

    2025-06-20 - Friday Focus - Consumer Duty - Logging Client

    Mark's short, to the point, not too heavy regulatory chat!

  37. 82

    2025-06-13 - Friday Focus - Discretion vs Direction in pensions death benefits

    Mark's short, to the point, not too heavy regulatory chat!

  38. 81

    2025-06-06 - Friday Focus - Capacity for loss

    Mark's short, to the point, not too heavy regulatory chat!

  39. 80

    2025-05-30 - Friday Focus - Annual reviews and client contact

    Mark's short, to the point, not too heavy regulatory chat!

  40. 79

    2025-05-23 - Friday Focus - Retirement income strategy and investment pathways

    Mark's short, to the point, not too heavy regulatory chat!

  41. 78

    2025-05-16 - Friday Focus - Sub Optimal CPD

    Mark's short, to the point, not too heavy regulatory chat!

  42. 77

    2025-05-09 - Friday Focus - Compliant websites

    Mark's short, to the point, not too heavy regulatory chat!

  43. 76

    2025-05-02 - Friday Focus - Even more on Competence

    Mark's short, to the point, not too heavy regulatory chat!

  44. 75

    2025-04-25 - Friday Focus - Adviser Competence

    Mark's short, to the point, not too heavy regulatory chat!

  45. 74

    2025-04-18 - Friday Focus - Recruitment

    Mark's short, to the point, not too heavy regulatory chat!

  46. 73

    2025-04-11 - Friday Focus - Key must have documents

    Mark's short, to the point, not too heavy regulatory chat!

  47. 72

    2025-04-04 - Friday Focus - Statements of responsibility

    Mark's short, to the point, not too heavy regulatory chat!

  48. 71

    2025-03-28 - Friday Focus - Getting retirement income sustainability right

    Mark's short, to the point, not too heavy regulatory chat!

  49. 70

    Friday focus - 2025-03-21 - Finalising your cash flow assumption

    Mark's short, to the point, not too heavy regulatory chat!

  50. 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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