Customers & vulnerability Archives

News

Three key steps to ensuring Consumer Duty readiness

With the FCA’s deadline for implementation plans confirmed for 31st October 2022, firms

24/08/22 Go to article

New Consumer Duty: firms are required to have an implementation plan in place by October 2022

The wait is over, after over a year of debate, speculation and rumours from all corners of the

27/07/22 Read more

News

Consumer Duty myth-busting: what do firms need to know?

Despite only weeks to go until the final Consumer Duty rules are announced,

15/07/22 Go to article

Two million missed payments and counting: the realities of the cost-of-living crisis

Why technology is the critical element when equipping your C&R function to better handle the inevitable influx of new calls

13/07/22 Read more

Watch on-demand: what's on the horizon for the wealth industry in 2022 and beyond?

Our panel of experts discuss how the wealth industry is changing, and delve into the latest research.

15/12/21 Read more

Listen on-demand: diversity & inclusion webinar series

Listen to our two-part webinar series to find out all you need to know about the hottest topic at the regulator - diversity & inclusion.

05/11/21 Read more

How-to guides

Guide to Equity Release advice: the building blocks to great outcomes

From double checking your customer's understanding, to getting all your evidence lined up - here's some of the common weaknesses we see in Equity Release advice, and how to avoid them.

27/08/21 Download

Suitability lessons learnt from the British Steel pension scandal

Whether the FCA will install a redress scheme for British Steel advisers remains to be seen, but what steps can advice firms take to both avoid a similar pensions crisis in the future and root out potential risk in their back book?

29/06/21 Read more

How-to guides

Connecting you to insight: Supporting your vulnerable customers

25/02/21 Download

Regulation: what you need to look out for in 2021

15/01/21 Read more

How-to guides

How to help your customers bounce back in 2021

Connecting compliance to customer outcomes

18/12/20 Download

It's a win-win for mortgage forbearance with a tailored approach

Make the lives of your customers easier in stressful times while earning yourself a strong reputation.

20/11/20 Read more

News

Transforming Compliance and Conduct

FCA outlines assertive supervisory plans for wealth management firms

Why are equity release and later life mortgages in the FCA spotlight?

Four steps to building an effective Retirement Income proposition

Delivering better customer outcomes under the Consumer Duty

Collaborating to implement best Consumer Duty practice

Consumer Duty: Are your Governance fundamentals well grounded?

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Three key steps to ensuring Consumer Duty readiness

New Consumer Duty: firms are required to have an implementation plan in place by October 2022

Consumer Duty myth-busting: what do firms need to know?

Two million missed payments and counting: the realities of the cost-of-living crisis

Watch on-demand: what's on the horizon for the wealth industry in 2022 and beyond?

Listen on-demand: diversity & inclusion webinar series

Guide to Equity Release advice: the building blocks to great outcomes

Suitability lessons learnt from the British Steel pension scandal

Connecting you to insight: Supporting your vulnerable customers

Regulation: what you need to look out for in 2021

How to help your customers bounce back in 2021

It's a win-win for mortgage forbearance with a tailored approach

How to support vulnerable clients

What does remote working mean for remediation risk?

Remediation risk in the Covid-19 era

Emerging from the fog: re-imagining the future of wealth management

Emerging from the fog: post-lockdown challenges for Wealth Managers

Why vulnerability should be a top priority for advisers

Effectively managing the increased DB risk

Introducing TCC and Temporall Partnership

How to deliver the right outcomes for vulnerable customers in the new era

Connecting the dots: regulatory priorities for 2020/21

Stay connected: FCA shifts priorities amid Covid-19 crisis

What are you doing to help your customers in persistent debt?