Meeting FCA guidance on vulnerable customers pt 1
Roundtable discussion on 'Meeting FCA guidance on vulnerable customers' with our expert speakers, Keith Richards. Chairman at Financial Vulnerability Taskforce, Chris Jones Co-founder of VCX, Jonathan Warren, Head of innovation at Altus, Andrew Gething Founder and Managing Director at MorganAsh.
Latest white paper
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
Consumer Duty: vulnerability or suitability?
Our latest Consumer Duty podcast
Consumer Duty uses the term ‘vulnerability’ – but is that word itself unhelpful? Does it come with preconceptions, stigma or assumptions? Is the term ‘suitability’ more appropriate? Andrew Gething and Tony Crane discuss the need for labels – but also why the need to have a common understanding of these is important.
Latest webinar
The three Cs: customers, Consumer Duty and communications
Our latest Consumer Duty webinar
How understandable are firms’ communications? How well do they work for those with learning disabilities, a lack of financial understanding, language disorders, poor English skills, hearing problems, or poor sight? Setting these aside, clarity of communications affects all consumers. This webinar examines the requirements of Consumer Duty – and how organisations can best implement communications strategies to address any shortcomings which may lead to potential harms. The webinar will be hosted by Peter Labrow, head of marketing at MorganAsh. He chatted with Andy Kirby, CEO and co-founder of Money Alive and co-founder of Adviser Home, and Robin Harries, lead consultant at communications business Quietroom.