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Adapting to Consumer Duty and Beyond
Manage episode 451268539 series 3594406
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Unlock the keys to mastering later life lending in our episode featuring insights from Kelly Melville-Kelly of the Equity Release Council and Ollie Jones from Deloitte. Learn how the latest consumer duty regulations are reshaping the advisory landscape, making it imperative for financial advisors to adapt and thrive. With Kelly's expertise, explore groundbreaking initiatives like mandatory income and expenditure assessments, designed to enhance transparency and client outcomes. Ollie brings to light the critical importance of aligning with the Financial Conduct Authority's feedback, ensuring that firms can effectively monitor and refine their frameworks post-implementation.
We promise to equip you with strategies to move beyond mere checklists and foster meaningful client relationships. Discover how simplifying financial concepts and employing technology can make financial advice more accessible and comprehensible for clients. With a focus on emotional intelligence and a personalized approach, we explore how advisors can ensure clients truly understand their options. This episode is not just about regulation, but about transforming a complex advisory process into a client-centric journey, ensuring that both advisors and clients achieve the best possible outcomes.
The Master Later Life Lending Podcast is aimed at qualified advisers in the mortgage or financial services industry.
章节
1. Adapting to Consumer Duty and Beyond (00:00:00)
2. Impact of Consumer Duty on Advisors (00:00:02)
3. Enhancing Customer Understanding and Oversight (00:11:31)
4. Simplifying Financial Concepts for Customers (00:19:09)
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