Episode 11: Know Your Client Fully: Risk, Preferences and Consumer Duty in an Uncertain World
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Episode 11: Know Your Client Fully: Risk, Preferences and Consumer Duty in an Uncertain World
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What does it mean to know your client fully when risk is no longer just financial?
This episode connects global risk, client preferences, Consumer Duty and vulnerability — and explains why understanding how clients feel about risk is now central to good advice.
Episode Transcript:
https://www.inaccord.co.uk/wp-content/uploads/2026/01/Episode-11-Transcript-Shownotes.pdf
SHOW NOTES
World Economic Forum - Global Risks Report 2026 https://www.weforum.org/publications/globalrisks-
report-2026/
Global biodiversity loss, ecosystem collapse and national security A national security assessment
https://www.gov.uk/government/publications/nature-security-assessment-on-global-biodiversityloss-
ecosystem-collapse-and-national-security
Consumer Duty https://www.fca.org.uk/publications/policy-statements/ps22-9-new-consumer-duty
COBS9 https://handbook.fca.org.uk/handbook/COBS/9?date=2023-06-22&view=chapter
Accord Initiative -free-to-access education, practical resources and compliance support for advisers, including accredited learning, structured guidance and tools designed to ensure client preferences are identified, evidenced and reflected consistently across advice processes. Resources are made freely available with the support of industry partners. www.accordinitiative.com