Everything You Wanted to Know About the FCA's Review of Ongoing Financial Advice

The FCA's review of ongoing financial advice has significant implications for advice firms, particularly as regulatory expectations continue to evolve alongside Consumer Duty. In this session, Ben Goodwin from Isio will explain the FCA's findings, what they mean in practice, and the next phase of regulatory focus. We'll also explore how firms can strengthen their ongoing advice proposition and consider the role of technology and investment solutions in supporting long-term business resilience. What You'll Learn •Understand the FCA's findings •Prepare for future regulatory developments •Review your ongoing advice proposition •Explore practical business considerations Speakers •Lee Old – Co-Founder, The Financial Planning Club •Ben Goodwin – Director & Actuary, Isio •Mike Hanlon – Head of Distribution, Isio