Failing Consumer Duty with renewal barriers
Solution: Vulnerable Customers
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Assessing vulnerability: How can firms help mitigate risks of DIY SIPPs?
Learn what a Financial Ombudsman Service ruling on DIY SIPPs means for firms’ safeguarding duties towards vulnerable customers, and how…
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Home and motor insurers must do more to support struggling customers, FCA warns
Understand how the FCA’s latest warning on motor and home insurance claims handling affects your firm, and learn how to…
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Rethinking vulnerability for the Consumer Duty era
Garry Evans of TCC Group examines how the Consumer Duty requires a more proactive approach to identifying and managing customer…
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Implementing the Consumer Duty: what are the foreseeable challenges?
Identify four key operational complications financial services firms should anticipate as they prepare for the FCA’s Consumer Duty implementation and…
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How advisers can balance digital innovation and human relationships
Discover how financial advisers can balance digital communication platforms with the essential ‘human element’ to maintain strong client relationships and…
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Suitability and Equity Release: How well do you know your client?
Writing in Money Marketing, TCC’s Technical Director David Boyhan explains why firms must take a long-term approach to assessing suitability…