Your privacy matters to us
To improve your online experience, we use cookies for enhanced functionality and analytics.
See our cookie policy and privacy notice for more information.
The FCA introduced Consumer Duty in July 2023 to make sure financial services firms always put their customers’ needs first. It’s something that most advisers already do – but how can you evidence the different ways you’re meeting requirements?
With our suite of tools, you can prove the routes you take to deliver the best outcomes for your customers. It’s just part of the wider matrix of Consumer Duty support we offer to all our members.
Identify and support clients who are at risk of financial vulnerability through our easy-to-use online assessment tool, powered by Comentis.
It will help you:
Our partnership with Comentis also enables us to analyse and track trends in the vulnerable clients’ space, and deliver guidance on the most appropriate areas.
Collect detailed customer feedback and show you’re acting on it with this enhanced client survey, created in partnership with VouchedFor.
It will help you:
Maintain your knowledge and demonstrate your competency through our market-leading online learning platform.
It offers:
With multiple layers of support for Consumer Duty reporting and other regulatory requirements.
A simpler way to gather evidence as an integral part of your processes, easing the burden of compliance.
Generate auditable reports easily, saving you valuable time that can be better spent with clients.
A compliant firm generates better outcomes for customers, ultimately leading to a more profitable business.
Lines are open between 9am-5pm, Monday to Friday.
Contact our sales team to learn more about our membership options.
(choose option 1)