Consumer Duty 18 months in – December forum recap

This month we discussed, ‘Consumer Duty 18 months in’.

This discussion highlighted the challenges financial service providers face in demonstrating value to end clients, especially regarding regulatory compliance and avoiding excessive jargon. The importance of feedback from advisers is emphasised to gauge client perspectives.

The session explores balancing effective communication with avoiding overburdening advisers, enhancing onboarding processes, and reinforcing the significance of trust and understanding in client-adviser interactions. The panellists expressed that true value is continuously gauged through comprehensive, ongoing reviews rather than immediate assessments.

Panellists included:​

  • David Ogden – Sparrows Capital
  • Chris Atkinson – Benchmark

Session highlights

Login or Register

This valuable content is currently restricted. Here's how to access it:

Already have an account?

Click the login or register button above to gain immediate access.

(if you have the correct account permissions)

_

Are you a new user?

Click the login or register button for FREE access for financial advice firms

If your registration requires approval, don't worry! This is usually completed same day!

(If further infomation required, our team will be in touch to discuss)

_

Are you already logged in?

If you are logged and can't access this content

please contact us to discuss available options!

_