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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti's Bernadine Reese

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Manage episode 478609958 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory developments facing financial advisers and firms today – the FCA’s newly launched strategy for 2025 to 2030.

What does the strategy actually say? What does it mean for firms in the short and long term? And how can advisers prepare for what’s coming?

To help break it all down, we’re joined by Bernadine Reese, Managing Director in the Risk and Compliance team at Protiviti. With years of experience supporting regulated firms through change, Bernadine shares her insights on the regulator’s new direction – and what it means for competitiveness, innovation, and the global regulatory landscape.

We also explore how the FCA is using technology to transform its own approach, what firms need to do to stay compliant across borders, and the real opportunities for those that embrace change effectively.

It’s a conversation full of practical insight, thoughtful analysis, and forward-looking advice – ideal for anyone looking to understand the FCA’s evolving priorities and how to future-proof their firm.

  continue reading

100 episodes

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iconShare
 
Manage episode 478609958 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory developments facing financial advisers and firms today – the FCA’s newly launched strategy for 2025 to 2030.

What does the strategy actually say? What does it mean for firms in the short and long term? And how can advisers prepare for what’s coming?

To help break it all down, we’re joined by Bernadine Reese, Managing Director in the Risk and Compliance team at Protiviti. With years of experience supporting regulated firms through change, Bernadine shares her insights on the regulator’s new direction – and what it means for competitiveness, innovation, and the global regulatory landscape.

We also explore how the FCA is using technology to transform its own approach, what firms need to do to stay compliant across borders, and the real opportunities for those that embrace change effectively.

It’s a conversation full of practical insight, thoughtful analysis, and forward-looking advice – ideal for anyone looking to understand the FCA’s evolving priorities and how to future-proof their firm.

  continue reading

100 episodes

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