Episode 13: From disclosure to understanding: Aligning client preferences with investment solutions Podcast By  cover art

Episode 13: From disclosure to understanding: Aligning client preferences with investment solutions

Episode 13: From disclosure to understanding: Aligning client preferences with investment solutions

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In this episode of Accord Talks, Elly and Lee explore the growing focus on consumer understanding under Consumer Duty and what it means for financial advisers in practice.T hey discuss the FCA’s latest guidance on communications, sustainable investment labels, and the Climate Change Committee’s latest carbon budget analysis.

With insights from Graeme Devlin and Sam Buckingham, the episode looks at how firms can better understand clients, test communications and align investment solutions with real client needs.


Show Notes


Full episode transcript: https://www.inaccord.co.uk/wp-content/uploads/2026/03/Episode-13-Transcript-Shownotes.pdf


FCA Sustainability Disclosure Requirements labels: good and poor practice - https://

www.fca.org.uk/publications/good-and-poor-practice/sustainable-investment-labels


Climate Change Committee Supplementary analysis of the Seventh Carbon Budget - https://

www.theccc.org.uk/publication/supplementary-analysis-of-the-seventh-carbon-budget/


FCA Consumer understanding: good practice and areas for improvement | FCA https://

www.fca.org.uk/publications/good-and-poor-practice/consumer-understanding-goodpractice-

areas-improvement


Miggins - Putting the customer at the heart of financial communication - Comprehensive insight for clarity, compliance, and trust in UK financial services - https://miggins.co/


Buckingham Research Investment Insights for Financial Advisers and Asset Managers

https://buckingham-research.com/


Client Preference Ready Badge - consumer page - https://www.inaccord.co.uk/clientpreference-

ready/


Client Preference Ready Badge - adviser page - https://www.accordinitiative.com/public/

page/Client+Preference+Ready+Badge/236


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