Explore every episode of the podcast Friday Focus
| Title | Pub. Date | Duration | |
|---|---|---|---|
| 2026-04-03 - Friday Focus - The end of annual reviews | 03 Apr 2026 | 00:04:33 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-03-27 - Friday Focus - Cancelling to emotion from risk profiling | 27 Mar 2026 | 00:09:08 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-03-20 - Friday Focus - Refreshing the parameters for suitable advice. | 20 Mar 2026 | 00:05:15 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-03-13 - Friday Focus - Pesky last minute TYE contributions | 13 Mar 2026 | 00:04:13 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-03-06 - Friday Focus - Planning Beyond a Crisis | 06 Mar 2026 | 00:05:40 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-02-27 - Friday Focus - The art of recruiting | 27 Feb 2026 | 00:05:20 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-02-20 - Friday focus - When to fix fees | 20 Feb 2026 | 00:04:09 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-02-13 - Friday Focus - Square pegs, square holes for staff | 13 Feb 2026 | 00:03:43 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-02-06 - Friday Focus - Dealing with regulatory references | 06 Feb 2026 | 00:03:37 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-01-30 - Friday Focus - What about a distribution service | 30 Jan 2026 | 00:03:53 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-01-23 - Friday Focus - Commerciality and advice | 23 Jan 2026 | 00:04:49 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-01-16 - Friday Focus - getting in shape for 2026 | 16 Jan 2026 | 00:06:09 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2026-01-09 - Friday Focus - Hello 2026 | 09 Jan 2026 | 00:02:51 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-11-28 - Friday Focus - Cash Flow modelling | 28 Nov 2025 | 00:04:04 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-11-14 - Friday Focus - Snippets, Friday Focus and CPD | 14 Nov 2025 | 00:04:55 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-11-07 - Friday Focus - Timing of disclosures | 07 Nov 2025 | 00:10:33 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-10-31 - Friday Focus - Vulnerability and annual reviews | 31 Oct 2025 | 00:05:24 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-10-24 - Friday Focus - using DFMs | 24 Oct 2025 | 00:06:18 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-10-17 - Friday Focus - Cashflow Assumptions | 17 Oct 2025 | 00:05:25 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-10-10 - Friday Focus - Annual Certification | 10 Oct 2025 | 00:05:05 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-10-03 - Friday Focus - Probate | 03 Oct 2025 | 00:05:30 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-09-26 - Friday Focus - Advising on Gilts | 26 Sep 2025 | 00:04:26 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-09-18 - Friday Focus - An investment philosophy is critical | 18 Sep 2025 | 00:03:46 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-09-12 - Friday Focus - Matching investment propositions with client categories | 12 Sep 2025 | 00:03:00 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2028-09-05 - Friday Focus - Temporary v permanent vulnerability | 05 Sep 2025 | 00:05:29 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-08-29 - Friday Focus - Clients informing beneficiaries | 28 Aug 2025 | 00:04:06 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-07-25 - Friday Focus - Bye for Hols | 25 Jul 2025 | 00:00:56 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-07-18 - Friday Focus - Objective setting | 18 Jul 2025 | 00:04:39 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-07-11 - Friday Focus - Risk profiling - capacity for loss - cash flows | 11 Jul 2025 | 00:05:19 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-07-04 - Friday Focus - Source of funds | 04 Jul 2025 | 00:02:44 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-06-27 - Friday Focus - the 60-40 balanced portfolio - is it about to change? | 27 Jun 2025 | 00:04:28 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-06-20 - Friday Focus - Consumer Duty - Logging Client | 20 Jun 2025 | 00:03:21 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-06-13 - Friday Focus - Discretion vs Direction in pensions death benefits | 13 Jun 2025 | 00:02:36 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-06-06 - Friday Focus - Capacity for loss | 06 Jun 2025 | 00:04:31 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-05-30 - Friday Focus - Annual reviews and client contact | 30 May 2025 | 00:04:41 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-05-23 - Friday Focus - Retirement income strategy and investment pathways | 23 May 2025 | 00:04:22 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-05-16 - Friday Focus - Sub Optimal CPD | 16 May 2025 | 00:06:31 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-05-09 - Friday Focus - Compliant websites | 09 May 2025 | 00:05:35 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-05-02 - Friday Focus - Even more on Competence | 02 May 2025 | 00:05:13 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-04-25 - Friday Focus - Adviser Competence | 25 Apr 2025 | 00:06:31 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-04-18 - Friday Focus - Recruitment | 18 Apr 2025 | 00:07:31 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-04-11 - Friday Focus - Key must have documents | 11 Apr 2025 | 00:05:54 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-04-04 - Friday Focus - Statements of responsibility | 04 Apr 2025 | 00:07:06 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-03-28 - Friday Focus - Getting retirement income sustainability right | 28 Mar 2025 | 00:04:09 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| Friday focus - 2025-03-21 - Finalising your cash flow assumption | 21 Mar 2025 | 00:02:17 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| Friday Focus - 2025-03-07 - Invalidating your cyber insurance | 07 Mar 2025 | 00:02:39 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-02-28 - Friday Focus - Operational resilience | 28 Feb 2025 | 00:03:04 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-02-21 - Friday Focus - Managing Vulnerabilities | 21 Feb 2025 | 00:05:32 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-02-14 - Friday Focus - What is Financial Planning | 14 Feb 2025 | 00:04:02 | |
Mark's short, to the point, not too heavy regulatory chat! | |||
| 2025-01-07 - Friday Focus - Top ups for children of clients | 07 Feb 2025 | 00:05:15 | |
Mark's short, to the point, not too heavy regulatory chat! | |||