This webinar is for insurance and financial planning firms.
We’re honoured to be joined by Vanessa Riboloni, Head of Research and Insight at the CII, and the driving force behind a new initiative to help insurance and financial planning firms to translate Consumer Duty’s principle-based regulations into practical actions and a concrete strategy.
The Chartered Insurance Institute (CII) has been busy working with industry experts and customer vulnerability specialists to put together what is likely to be the most useful and powerful support tool since the TEXAS drill.
Focused entirely on how insurance and financial planning firms can best identify and support vulnerable customers, this new guide translates the Duty’s principles into meaningful actions. It compares approaches, outlines pitfalls and showcases best practice already working in some firms.
This webinar takes a detailed first look at this comprehensive new guidance, and provides the opportunity to talk directly to some of the authors. The webinar looks at the challenges faced by insurance firms, such as the layer of separation in an intermediated relationship, resulting limited interaction with end customers. It looks at what the FCA has learned since the launch of Consumer Duty and what the CII has found in terms of firms’ implementation and feedback on challenges.
It also sets out meaningful solutions to those changes – solutions which are now proven within financial services firms.
The webinar is a must-watch for those in the sector, join us as we provide an early view of this essential guidance.
Vanessa Riboloni
Vanessa is Head of Research and Insight at the Chartered Insurance Institute, where she leads research initiatives that to support the development of professional standards, good practice and advocacy across the insurance and financial planning sectors. She manages the All-Party Parliamentary Group on Insurance and Financial Services, facilitating policy dialogue between sector and government. She leads CII’s Road to Consumer Trust programme of roundtables and thought leadership that brings together regulators, consumer advocates, academia, and sector experts to advance sector good practice, with a particular emphasis on consumer vulnerability.
James Edmonds
Consumer Duty consultant James works with firms in the financial services sector, to help them understand and overcome the many customer vulnerability challenges with the FCA’s Consumer Duty regulations. James has extensive knowledge in customer experience, of which identifying, supporting and communicating with vulnerable customers is a key component. James has operated in customer experience and strategy roles primarily in financial services for nearly 20 years, having worked at L&G, RSA, More Than, JUST, James Hay and Nucleus.
Andrew Gething
Andrew is the founder and managing director of MorganAsh. He is a recognised consumer vulnerability specialist and champion, is the driving force behind the award-winning consumer vulnerability management tool, MARS.