How guidance can work in practice

written by Tom McPhail

Friday, 08 July 2022

Many in the financial services industry are concerned the guidance vs regulated advice boundary prevents businesses from helping their customers.

Does guidance have to be restricted to giving just a few generic pointers? Or can it give people a good understanding of their own personal circumstances on which to base decisions? And without raising regulatory eyebrows?

This week on the podcat, Tom and his guests Ian Beestin of Money Alive and Philip Hodges of Guiide explore how guidance can work in practice and make a positive difference within the current framework.

As always you'll find this podcat, along with our back catalogue, wherever you normally get your podcasts. That includes Spotify, Google and more. You can also catch them here in Analyser.

Thanks for listening.