Consumer Duty – the challenges and opportunities of ensuring protection
This paper takes a balanced view of both the opportunities and the challenges of implementing a Consumer Duty strategy – and how everything revolves around the proper recording and maintenance of consumers’ characteristics.
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When looking at Consumer Duty, there is a natural focus on the challenges – after all, firms will have to adapt systems, training, workflows and more. But from this richer data can spring some great opportunities.
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Understanding the implications of vulnerability within Consumer Duty
Our latest Consumer Duty white paper
This paper examines the FCA Handbook Rules on Consumer Duty Regulations, specifically Principle 12. We extracted some key rules in order to explain the practical implications.
Latest podcast
Is asking about vulnerability too intrusive?
Our latest Consumer Duty webinar
In this episode, we discuss data and intrusion. Where can we obtain vulnerability data? Are we allowed to ask the consumer, and if so, are we allowed to ask intrusive questions? What has been the experience thus far, do consumers engage, and how do they feel about privacy and GDPR?
Latest webinar

The upside of vulnerability – matching services to consumer needs
Our latest Consumer Duty webinar
This webinar explores signposting, and how it can be better used; how services are embedded in products and how we can better match these to consumers’ needs; how far do we need to go to reduce potential harms. The expert team consists of Johnny Timpson OBE, FRSA, Financial Services Consumer Panel member and Financial Inclusion Commissioner; Paul Roberts, owner and director of MyProtectionExpert and Andrew Gething, founder and managing director of MorganAsh.