Rory Percival's guest appearances

Rory Percival

Informed Decisions Independent Financial Planning & Money Podcast

The Retirement Café Podcast

ASHL Media

The Pro Adviser Podcast

Model Office and The Science of Compliance 

Retirementals

Abraham Okusanya

George Kinder

Robin Powell

Justin King

Carl Richards

Alan Smith

David Jones

Philippa Hann

Roger Whitney

Catherine Morgan

Pete Matthew

Simonne Gnessen

Moira Somers

Michelle Hoskin

Tim Drake

OwlTail

Abraham talks capacity for loss with the renowned Rory Percival: - Rory takes us back to when he joined the financial services, providing insight into his vast experience. - They talk about Rory’s responsibility for introducing 'Capacity for Loss' into financial adviser lexicon and why this is has become a mandatory requirement for advisers. - They explore the assumptions and issues associated with ‘Capacity for Loss’. - Rory shares his explanation on the Income Pyramid and how the DBAAT framework approaches this. - And they look at Rory’s investment strategy for his own retirement money and his plans for the future

Abraham talks capacity for loss with the renowned Rory Percival: - Rory takes us back to when he joined the financial services, providing insight into his vast experience. - They talk about Rory’s responsibility for introducing 'Capacity for Loss' into financial adviser lexicon and why this is has become a mandatory requirement for advisers. - They explore the assumptions and issues associated with ‘Capacity for Loss’. - Rory shares his explanation on the Income Pyramid and how the DBAAT framework approaches this. - And they look at Rory’s investment strategy for his own retirement money and his plans for the future

Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…

Episode three of our National Advice Forum Podcast featuring Rory Percival

Episode three of our National Advice Forum Podcast featuring Rory Percival

National Advice Forum | Rory Percival, Regulatory Horizon

In this inaugural episode we aim to debunk compliance myths around it being a business inhibiter and look at tools and techniques through Rory Percival's experience and expertise that can help support your business and your clients ongoing needs and ensure professional practice 

In this inaugural episode we aim to debunk compliance myths around it being a business inhibiter and look at tools and techniques through Rory Percival's experience and expertise that can help support your business and your clients ongoing needs and ensure professional practice

The Science of Compliance Episode 1: Ex Financial Conduct Authority (FCA) and Compliance Consultant Rory Percival Interview 

On this week’s episode of The Pro Adviser Podcast, Hannah Godfrey talks to regulatory guru and ex-FCA man Rory Percival about the latest policy statement on a ban on contingent charging, and what advisers can take away from the material.

Rory Percival on where advisers are falling down

For ten years, Rory Percival was ‘the face of the Financial Conduct Authority’ (FCA) for financial advisers. An influential speaker and thought-leader, Rory’s technical expertise enabled him to play a significant role in setting the agenda for regulatory activity in the advice sector. The projects he was involved in included pension switching, the Retail Distribution Review and pension freedoms. In 2016, after an impressive 30 years in the financial advice sector, Rory Percival set up his own training and consultancy firm offering conference speaking, training, guides and consultancy. Despite being a Chartered Financial Planner himself, Rory sought advice to ensure that his retirement savings would last throughout his entire retirement – which he expects could be quite some years. In our interview, Rory explains the role of ‘core secure income’ in bringing peace of mind, the importance of his ‘little black book’ and why he wants to become a dog’s body!

For ten years, <a href="https://www.rorypercival.co.uk/" rel="nofollow" target="_blank">Rory Percival</a> was ‘the face of the Financial Conduct Authority’ (FCA) for financial advisers. An influential speaker and thought-leader, Rory’s technical expertise enabled him to play a significant role in setting the agenda for regulatory activity in the advice sector. The projects he was involved in included pension switching, the Retail Distribution Review and pension freedoms. In 2016, after an impressive 30 years in the financial advice sector, Rory Percival set up his own training and consultancy firm offering conference speaking, training, guides and consultancy. Despite being a Chartered Financial Planner himself, Rory sought advice to ensure that his retirement savings would last throughout his entire retirement – which he expects could be quite some years. In our interview, Rory explains the role of ‘core secure income’ in bringing peace of mind, the importance of his ‘little black book’ and why he wants to become a dog’s body!

Successful retirement planning from an ex-FCA regulator's point of view, with Rory Percival

Welcome back to Ireland's award-winning &amp; independent Financial Planning blog and podcast. We are on a mission to share ideas and educate people to avoid mistakes and make decisions that will benefit them in the future. Drop me an email here with any of your ideas or feedback on making the site/podcast better, would love to hear from you. For a while now I have been really keen to get a 'non-advisor' to tell us what has changed in recent years in the UK in the financial advice arena, and how that has impacted consumers like you and I. The reason I have been keen to get speaking to a non-advisor is because advisors can have tainted views of things particularly when it comes to regulatory change etc, understandably they don't always like it! Rory Percival is the person for the job here, as a former FCA regulator and now running a Consultancy and speaking business that helps advice firms to stay abreast of regulatory change, there aren't too many others as well placed to share some insight with us. We have a fairly broad-ranging conversation covering some questions like: What has changed in recent years in financial services and advice? What lessons can we learn about transferring defined benefit pension scheme? How are people protected when it comes to seeking advice and is that advice up to scratch? Should I transfer out of my defined benefit scheme, and if so what should I look out for? What are investment platforms and can they be trusted? Be sure to listen to the end where Rory shares his top tips for people in how to best manage income in retirement, and ensure that they have the best chanve of maintaining lifestyle in retirement. Have a hugely Merry Christmas and see you in 2019! Paddy Delaney QFA RPA APA Coach Links: Rory Percival site  Rory's guide to Defined Benefit Pension Transfers (UK)

Welcome back to Ireland's award-winning &amp; independent Financial Planning blog and podcast. We are on a mission to share ideas and educate people to avoid mistakes and make decisions that will benefit them in the future. Drop me an <a href="mailto:help@informeddecisions.ie">email here</a> with any of your ideas or feedback on making the site/podcast better, would love to hear from you. For a while now I have been really keen to get a 'non-advisor' to tell us what has changed in recent years in the UK in the financial advice arena, and how that has impacted consumers like you and I. The reason I have been keen to get speaking to a non-advisor is because advisors can have tainted views of things particularly when it comes to regulatory change etc, understandably they don't always like it! Rory Percival is the person for the job here, as a former FCA regulator and now running a Consultancy and speaking business that helps advice firms to stay abreast of regulatory change, there aren't too many others as well placed to share some insight with us. We have a fairly broad-ranging conversation covering some questions like: What has changed in recent years in financial services and advice? What lessons can we learn about transferring defined benefit pension scheme? How are people protected when it comes to seeking advice and is that advice up to scratch? Should I transfer out of my defined benefit scheme, and if so what should I look out for? What are investment platforms and can they be trusted? Be sure to listen to the end where Rory shares his top tips for people in how to best manage income in retirement, and ensure that they have the best chanve of maintaining lifestyle in retirement. Have a hugely Merry Christmas and see you in 2019! Paddy Delaney QFA RPA APA Coach Links: <a href="https://www.rorypercival.co.uk/" rel="nofollow" target="_blank">Rory Percival site</a> <a href="https://www.adviser-store.com/shop/guides/rory-percival-training-and-consultancy-ltd-an-ex-regulators-guide-to-defined-benefit-transfers-suitability-and-controls/" rel="nofollow" target="_blank"> Rory's guide to Defined Benefit Pension Transfers (UK)</a>