Accord Talks

In Accord - Accord Initiative
  • 0.0 (0)
  • INVESTING
  • UPDATED DAILY

Join hosts Elly Dowding and Lee Coates OBE (Directors of In Accord) 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

  1. FEB 2

    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 understanding how clients feel about risk is now central to good advice. Episode Transcript: https://www.inaccord.co.uk/wp-content/uploads/2026/01/Episode-11-Transcript-Shownotes.pdf SHOW NOTES World Economic Forum - Global Risks Report 2026 https://www.weforum.org/publications/globalrisks- report-2026/ Global biodiversity loss, ecosystem collapse and national security A national security assessment https://www.gov.uk/government/publications/nature-security-assessment-on-global-biodiversityloss- ecosystem-collapse-and-national-security Consumer Duty https://www.fca.org.uk/publications/policy-statements/ps22-9-new-consumer-duty COBS9 https://handbook.fca.org.uk/handbook/COBS/9?date=2023-06-22&view=chapter Accord Initiative -free-to-access education, practical resources and compliance support for advisers, including accredited learning, structured guidance and tools designed to ensure client preferences are identified, evidenced and reflected consistently across advice processes. Resources are made freely available with the support of industry partners. www.accordinitiative.com

    25 min

  2. JAN 12

    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 Dalby at Aviva Wealth and Rich Cooper at LIBF (part of Walbrook Institute). Episode Transcript: https://www.esgaccord.co.uk/wp-content/uploads/2026/01/Episode-10-Transcript-Shownotes.pdf SHOW NOTES Aviva Climate-related Disclosure Reports for your funds https://www.aviva.co.uk/help-and-support/managing-your-policy/investments/climate-related-disclosure-reports/ In Accord’s Accord Academy free to access LIBF accredited courses - https://www.accordinitiative.com/login LIBF – Professional Education https://www.walbrook.ac.uk/libf/ LIBF Apprenticeships https://www.walbrook.ac.uk/libf/professional-qualifications/banking-andfinance-apprenticeships/ Tim Lenton - Positive Tipping Points https://global.oup.com/academic/product/positive-tippingpoints-9780198875789?cc=gb&lang=en& Kim Stanley Robinson - The Ministry for the Future https://store.orbit-books.co.uk/products/theministry- for-the-future Adrienne Buller - Value of a Whale - https://manchesteruniversitypress.co.uk/9781526162632/ Alex Edmans - And ‘May Contain Lies https://www.penguin.co.uk/books/455479/may-contain-liesby-edmans-alex/9780241630181 Heather Brooke - The Silent State https://www.penguin.co.uk/books/408519/the-silent-state-by-heather-brooke/9780099537625

    35 min

  3. 12/02/2025

    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 us as we unpack why 2026 must be the year we fix that. We are also joined by Oscar Warwick-Thompson of UK SIF to look at issues in the distribution chain. Episode Transcript: https://www.esgaccord.co.uk/wp-content/uploads/2025/12/Episode-9-Transcript.pdf Links and Resources:  • Morgan Stanley Institute for Sustainable Investing’s 2025 “Sustainable Signals: Individual Investors” report.  https://www.morganstanley.com/insights/articles/sustainable-investing-interest-2025    • Net Zero Lawyers Alliance -Sustainable Fiduciary Duty: The report https://www.netzerolawyers.com/publications/sustainable-fiduciary-duties-for-investors   •  Man Institute A Sustainable Future Podcast with Jason Mitchell Head of Responsible Investment Research, Man Group https://www.man.com/insights/ri-podcast-maurits-dolmans   •  Professor Lord Nicholas Stern: The Growth Story of the 21st Century The Economics and Opportunity of Climate Action  Download open access: https://press.lse.ac.uk/books/m/10.31389/lsepress.tgs Webinar: Nicholas Stern’s book highlights (1hr,26mins) https://lselive.eckoenterprise.net/events/20251105/webcast?presentation=1&stream_id=28021  •  UKSIF and PWC - UK SDR and investment labels: Implementation lessons and road ahead https://uksif.org/wp-content/uploads/2025/10/2417-UKSIF-SDR-report-2-v4b.pdf •  Sustainable Investing in Practice: Objectives, Constraints, and Limits to Impact (Edmans, Gosling, Jenter 2025)  https://www.fmg.ac.uk/isf/publications/discussion-papers/sustainable-investing-practice-objectives-constraints-and-limits

    35 min

  4. 11/01/2025

    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 on 28/10/2025, ahead of COP30 and associated developments/information updates Episode Transcript: https://www.esgaccord.co.uk/wp-content/uploads/2025/10/Episode-8-Transcript.pdf Links and Resources: Outrage & Optimism Podcast https://www.outrageandoptimism.org/episodes   Chatham House What is COP30 and why does it matter for the climate? https://www.chathamhouse.org/2025/09/what-cop30-and-why-does-it-matter-climate   United Nations COP30 to take place 6-21 November 2025 in Belém, Brazil. https://www.un.org/en/climatechange/cop30   United nations Department of Economic and Social Affairs - Sustainable Development. The 17 Goals: https://sdgs.un.org/goals   Global Tipping Points Report 2025: https://global-tipping-points.org/

    30 min

  5. 10/10/2025

    Episode 7 - Good Money Week Part 4

    Part 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 fits under the SDR regime, and we will hear from a broad range of industry experts who are active in this area. The full transcript of this episode is available here:https://www.esgaccord.co.uk/wp-content/uploads/2025/10/Episode-7-Transcript-Good-Money-Week-part-4-.pdf

    36 min

  6. 10/09/2025

    Episode 6 - Good Money Week Part 3

    Part 3: Delivering good outcomes - understanding objectives and preferences In this Episode we have valuable insights from the FCA on sustainability and how existing regulations exist to support advisers. We'll also hear from another wide range of industry experts on what 'good outcomes' look like when it comes to ESG, sustainable and values-based investment options. The full transcript of this episode is available here:https://www.esgaccord.co.uk/wp-content/uploads/2025/10/Episode-6-Transcript-Good-Money-Week-part-3.pdf

    41 min

  7. 10/08/2025

    Episode 5 - Good Money Week Part 2

    Part 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 across the industry describe their own processes for sustainability due diligence. The full transcript of this episode is available here: https://www.esgaccord.co.uk/wp-content/uploads/2025/10/Episode-5-Transcript-Good-Money-Week-part-2.pdf

    40 min

  8. 10/07/2025

    Episode 4 - Good Money Week Part 1

    Part 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 clients, and when and how to record the conversation as part of the Fact Find/Know Your Client process The full transcript of this episode is available here:https://www.esgaccord.co.uk/wp-content/uploads/2025/10/Episode-4-Transcript-Good-Money-Week-part-1.pdf

    32 min

  9. 09/01/2025

    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, inadvertently, many advice firms are creating barriers to clients achieving their investment preferences and objectives. The full transcript of this episode is available here: https://www.esgaccord.co.uk/wp-content/uploads/2025/08/Episode-3-Transcript.pdf

    36 min

  10. 08/01/2025

    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 full Survey: https://www.fca.org.uk/publication/financial-lives/fls-2024-consumer-investments.pdf

    28 min

  11. 07/02/2025

    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 from the four highly attended panel sessions with 16 industry speakers hosted last week at Reset Connect 2025 .

    34 min

  12. 06/11/2025

    This is Accord Talks

    A short intro to Accord Tlaks

    2 min

Trailer

About

Join hosts Elly Dowding and Lee Coates OBE (Directors of In Accord) 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.

Information

  • Creator
    In Accord - Accord Initiative
  • Years Active
    2025 - 2026
  • Episodes
    12
  • Rating
    Explicit
  • Copyright
    © In Accord - Accord Initiative
  • Show Website
    Accord Talks