Overview
About In ACCORD (Accord Initiative)
In Accord helps the financial services sector deliver future-fit, client-centred advice by embedding clarity and consistency into suitability processes. We strengthen how firms understand clients, design workflows, meet Consumer Duty expectations, and integrate preference conversations into everyday advice. Our work helps firms move from inconsistent, optional conversations to structured practice that enhances professionalism, client relationships and risk management.
📍 In Accord Consulting. Consultancy is at the core of what we do.We help advice firms, networks, DFMs, providers and fund groups modernise processes, embed preference conversations, strengthen suitability and enhance governance. Whether reviewing workflows, training teams or supporting analysis, we help firms achieve clarity and commercial advantage.
📍 Accord Initiative.Our open-access hub provides a free suitability toolkit, a multi-pathway preference template, adviser-friendly workflows and practical materials supporting consistent, client-first advice across all pathways.
📍 In Accord Client Preference Programme.A cross-industry initiative to make preference and objective conversations a universal part of UK advice. It offers a neutral Client Preference Ready badge, firm-wide criteria, tools and micro-training to help firms modernise advice, reduce risk and deliver meaningful Consumer Duty outcomes.
📍 Accord Academy.Free, CPD-accredited training supporting capability in preference conversations and suitability. Courses include Sustainability in the Investment Advice Process and Greenwashing: A Practical Introduction, with new modules launching in phases.
📍 Accord Talks.Our podcast features real conversations with advisers and industry leaders on how advice is evolving and how firms can know their clients fully.
In Accord exists to help the industry move confidently and consistently in line with what clients expect from modern advice.
In Accord is the new trading name of ESG Accord.
📍 In Accord Consulting. Consultancy is at the core of what we do.We help advice firms, networks, DFMs, providers and fund groups modernise processes, embed preference conversations, strengthen suitability and enhance governance. Whether reviewing workflows, training teams or supporting analysis, we help firms achieve clarity and commercial advantage.
📍 Accord Initiative.Our open-access hub provides a free suitability toolkit, a multi-pathway preference template, adviser-friendly workflows and practical materials supporting consistent, client-first advice across all pathways.
📍 In Accord Client Preference Programme.A cross-industry initiative to make preference and objective conversations a universal part of UK advice. It offers a neutral Client Preference Ready badge, firm-wide criteria, tools and micro-training to help firms modernise advice, reduce risk and deliver meaningful Consumer Duty outcomes.
📍 Accord Academy.Free, CPD-accredited training supporting capability in preference conversations and suitability. Courses include Sustainability in the Investment Advice Process and Greenwashing: A Practical Introduction, with new modules launching in phases.
📍 Accord Talks.Our podcast features real conversations with advisers and industry leaders on how advice is evolving and how firms can know their clients fully.
In Accord exists to help the industry move confidently and consistently in line with what clients expect from modern advice.
In Accord is the new trading name of ESG Accord.