Accord Talks
by In Accord - Accord Initiative
Latest episode
Letting Clients Have Their Say - How one advice firm changed the way…
Letting Clients Have Their Say - How one advice firm changed the way…
About this podcast
Join hosts Elly Dowding and Lee Coates OBE for Accord Talks!
Accord Talks brings together advisers and industry practitioners to explore how advice is changing - with particular insight into sustainability and values-related investing and how these preferences are handled alongside wider client objectives.
Episodes
- Letting Clients Have Their Say - How one advice firm changed the way it talks to clients about their investment preferences · 44 minWhat happens when an advice firm takes a fresh look at how it asks clients about their investment preferences? In this special Good Money Week episode of Accord Talks, hosts Elly…
- The Human Advantage · 40 minIn this episode, Elly and Lee explore what makes human advice valuable as artificial intelligence becomes increasingly capable. Joined by Iga Sloan of Digital Regs and Andrew…
- CP26/10 (simplifying pensions and investment advice rules) — In Accord’s feedback · 24 minIn this episode of Accord Talks, Elly and Lee explore the FCA's CP26/10 consultation on simplifying pensions and investment advice rules. They discuss In Accord's feedback, the…
- Episode 14: From values to outcomes: Stewardship, client identity and the future of investment alignment · 33 minIn this episode of Accord Talks, Elly and Lee explore how shifting client expectations—particularly among younger investors—are reshaping advice, stewardship and fund design…
- Episode 13: From disclosure to understanding: Aligning client preferences with investment solutions · 27 minIn 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…
- Episode 12 - Vulnerability by omission · 29 minEpisode 12 | 02/03/2026 - Vulnerability by omission: The risk firms don't see coming What does it mean to know your client fully when risk is no longer just financial? This…
- Episode 11: Know Your Client Fully: Risk, Preferences and Consumer Duty in an Uncertain World · 25 minWhat 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…
- Episode 10 - Using Climate Data Properly - and Staying Professionally Relevant · 35 minWe start 2026 by going deeper than the headlines. From understanding climate related product reporting in practice to the role of lifelong learning in professional credibility…
- Episode 9 - Why 2026 Must Be the Year of Knowing Your Client - Fully · 35 minIn this episode, we look at the gulf between what clients say they want, what manufacturers deliver, and how advice firms are in between. The communication gaps exposed here…
- Episode 8 - Financial Advice: what’s COP got to do with it? · 30 minIn this Episode we talk about COP, ahead of COP 30. What is a COP, where did it come from and how does all of this relate to UK financial advisers and their clients? Note - this…
- Episode 7 - Good Money Week Part 4 · 36 minPart 4: Values Some would argue that values or ethical investing is where it all started. In this episode we will hear the FCA's view on where ethical and values-based investment…
- Episode 6 - Good Money Week Part 3 · 41 minPart 3: Delivering good outcomes - understanding objectives and preferences In this Episode we have valuable insights from the FCA on sustainability and how existing regulations…
- Episode 5 - Good Money Week Part 2 · 40 minPart 2: Due diligence and sustainability In this Episode we hear from the FCA about important aspects of sustainability and due diligence requirements, plus our guests from…
- Episode 4 - Good Money Week Part 1 · 32 minPart 1: Fact find and meeting In this episode we hear from the FCA and other guests about the importance of discussing sustainability and values-based investment options with…
- Episode 3: Where, When and How to discuss Sustainability with investment clients · 36 minIn this episode we look at Where, When and How to raise sustainability/ethical/responsible investment options with clients. We also cover the issue of 'sludging' issues from…
- Episode 2 - The FCA's 2024 Financial Lives Survey (released 2025) · 28 minIn this, our second episode, we look in detail at the FCA's latest Financial Lives survey, and in particular the really interesting data in the Responsible Investment section…
- Episode 1 - Welcome to Accord Talks · 34 minESG Accord founders Elly Dowding & Lee Coates OBE introduce themselves and share about their work, passions and what keeps them going in sustainable financeWe'll also look at the…
