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Episode 13: From disclosure to understanding: Aligning client preferences with investment solutions
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…
Episode 12 - Vulnerability by omission
Episode 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 connects global…
Episode 11: Know Your Client Fully: Risk, Preferences and Consumer Duty in an Uncertain World
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…
Episode 10 - Using Climate Data Properly - and Staying Professionally Relevant
We 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. With guests James…
Episode 9 - Why 2026 Must Be the Year of Knowing Your Client - Fully
In 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 can’t be ignored - join…
Episode 8 - Financial Advice: what’s COP got to do with it?
In 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 was recorded…
Episode 7 - Good Money Week Part 4
Part 4: ValuesSome 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 fits under the SDR…
Episode 6 - Good Money Week Part 3
Part 3: Delivering good outcomes - understanding objectives and preferencesIn this Episode we have valuable insights from the FCA on sustainability and how existing regulations exist to support…
Episode 5 - Good Money Week Part 2
Part 2: Due diligence and sustainabilityIn this Episode we hear from the FCA about important aspects of sustainability and due diligence requirements, plus our guests from across the industry…
Episode 4 - Good Money Week Part 1
Part 1: Fact find and meetingIn this episode we hear from the FCA and other guests about the importance of discussing sustainability and values-based investment options with clients, and when and how…
Episode 3: Where, When and How to discuss Sustainability with investment clients
In 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 Consumer Duty and how,…
Episode 2 - The FCA's 2024 Financial Lives Survey (released 2025)
In 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.Here is a link to the…
Episode 1 - Welcome to Accord Talks
ESG 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 key insights…
This is Accord Talks
A short intro to Accord Tlaks
Frequently Asked Questions
Accord Talks has published 14 episodes since June 2025, covering topics in Business, Investing.
Accord Talks is currently highly active with new episodes monthly. Average episode length is 32m.
Sign up on Grep.FM to access contact details for Accord Talks, including email and social media links.
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