PFS Webinar Free Event - Capacity for Loss

Overview

Capacity for loss remains one of the key areas where there is confusion and poor practice in the advice sector. This session will cover what it is (and isn't) and correct some fundamental misunderstandings about how to address this topic.

This session will be delivered online using Teams and log in details will be provided nearer the time.

Learning Objectives

By the end of this session, delegates will be able to:

Understand capacity for loss

Understand how to approach assessing capacity for loss

Recognise good and poor practice

Speaker Biography

Rory Percival, Rory Percival Training & Consultancy

Rory Percival was ‘the face of the FCA’ to advisory firms for many years. He worked at the regulator for 10 years and was involved with many high profile projects such as risk profiling, centralised investment propositions, the RDR, research and due diligence, and the assessing suitability review as well as speaking regularly at conferences. Prior to joining the regulator Rory worked in the advisory for sector for 20 years mainly in compliance and training roles. He has Chartered Financial Planner status. In November 2016 he launched his own firm – Rory Percival Training and Consultancy Ltd to help support professionalism in the advisory sector.