In this episode, we unpack the FCA’s review of retirement income advice, with a focus on client data, risk profiling, and sustainable withdrawal strategies. We also look at the new IAAT tool and what’s changing in the regulatory landscape.
About the podcast
Stay up to date with the latest in financial advisory and wealth management regulation. Each week, we break down key regulatory changes, compliance trends, and industry insights to keep you informed. Whether you're a financial adviser, wealth manager, or compliance manager, our expert analysis ensures you stay on top of the rules that matter. Tune in for clear, concise, and actionable updates - because compliance should never be an afterthought.