1. EachPod

Stuart Powell and David Forsdyke discuss demonstrating how the FCA may well be wrong!

Author
Stuart Powell
Published
Wed 22 Nov 2023
Episode Link
https://adviceguru.alitu.com/episode/2e4f3e36-87b4-458f-bf83-0ab2635d22ce

Stuart and David talk about a variety of subjects including:


-The recent popularity of one of David's posts on Linkedin


-The reasons behind this


-Advisors needing to show that they are not selling Equity Release to clients


-Examples of when we tell Clients that ER is not right for them.


-How can we tell the FCA they are wrong wiht no evidence?


-Who should collate the 'non sales' data?


-How could we demonstrate to the FCA that this is a widespread practice?


-Is travelling long disctances to Clinet's homes the right thing to do?

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