The FCA’s principle-based rules on Consumer Duty are one thing, but how are these likely to be applied in real life? Just how will these principles be followed in practice? This webinar tackles this head on. The panel takes specific Consumer Duty rules and explores how advisers and firms might apply these in real situations – providing a valuable insight into not only how these rules will be accommodated but also how the rest of Consumer Duty might be best applied.

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.

Roundtable discussion on 'Evidencing Management Information for Consumer Duty' with our expert speakers, James Edmonds Customer Experience Director at Investor in Customers, Mike Perry Previous CEO of PG Mutual, Tony Crane Consumer Duty Expert & Keynote Speaker, Andrew Gething Founder and Managing Director at MorganAsh. This session will focus on vulnerability and consumer outcomes, understanding and support rather than price and value.

Roundtable discussion on 'Using Data for Monitoring to Meet Consumer Duty,' with our expert team of Simon Ripton, Director of Propositions at Moneyhub, Ben Allott, Commercial Director at Infinian, Tony Crane, Consumer Duty Expert, and Andrew Gething, MorganAsh's founder and Managing Director.

Vulnerability and now Consumer Duty regulations have increased the need for firms to understand and communicate customer characteristics. In this session, we look at the philosophy of the MorganAsh MARS tool, how individual data can be used only for managing vulnerability and monitoring consumers throughout the product lifecycle, and many Consumer Duty requirements.

A Consumer Duty webinar and round-table discussion, with Tony Crane, Jonathan Warren and Andrew Gething – looking at how the FCA’s guidance on customer vulnerability and Consumer Duty overlap and what this means for financial services firms.

A round-table discussion and Consumer Duty webinar, looking at how the FCA’s Consumer Duty regulations affect the later life lending market – with Linda Blackwell, Tony Crane and Andrew Gething.

A round-table discussion about the Consumer Duty and customer vulnerability challenges facing the retirement market, with Alan O’Neil, Tony Crane and Andrew Gething.

Chris Jones, Jonathan Warren and Andrew Gething how at ways to measure consumer vulnerability consistently, to meet the FCA’s Consumer Duty guidelines.

Looking at data privacy, GDPR and signposting/treatments when a customer vulnerability is identified, to meet the FCA’s Consumer Duty guidelines and provide the best possible customer experience. A round-table discussion and Consumer Duty webinar with Helen Lord, Chris Jones, Jonathan Warren and Andrew Gething.

A Consumer Duty webinar and round-table discussion looking at customer vulnerability and why this, and the FCA’s guidance on Consumer Duty, is important – with Keith Richards, Chris Jones, Jonathan Warren and Andrew Gething.