ABOUT
The Consumer Duty Alliance Forum will explore how technology can help firms to meet Consumer Duty requirements, for example evidencing the delivery of good client outcomes.
It will be chaired by Ian McKenna, “FinTech evangelist”, and is open to all Alliance members with an interest in FinTech and getting Ian’s insight on developments in other countries.
Ian says, “There are a number of forums and groups that support advisers who are active adopters of technology, but we want to help those who are keen to adopt technology but are seeking help with the practicalities.”
UPCOMING SESSIONS
2025 Sessions:
Thursday, 6th February 2025 | Tech to support Client Reviews |
Tuesday, 29th April 2025 | Consumer Duty MI |
Thursday, 3rd July 2025 | Best of breed vs single supplier |
Previous sessions
November 2024
Attendees = 203 , Meeting feedback score = 4.46
Listen to Part 1
Listen to Part 2
Listen to Part 3
October 2024
Attendees = 117 , Meeting feedback score = 4.26
Listen to Part 1
Listen to Part 2
Listen to Part 3
June 2024
Attendees = 139 , Meeting feedback score = 4.18
Listen to Part 1
Listen to Part 2
Listen to Part 3
April 2024
Attendees = 124 , Meeting feedback score = 4.43
Listen to Part 1
Listen to Part 2
Listen to Part 3
February 2024
Attendees = 115 , Meeting feedback score = 4.42
Listen to Part 1
Listen to Part 2
Listen to Part 3
November 2023
Attendees = 78 , Meeting feedback score = 4.32