Consumer Duty support, whenever you need it
We're here to help you understand the Consumer Duty and what it means for you and your clients. We want to make it easy for you to meet your obligations, so you can continue to deliver the right products and services, to the right clients, at the right time.
Our Consumer Duty support hub is packed with guidance and resources to help you meet the requirements now, and in the future, by putting the Consumer Duty principles into practice throughout your day-to-day services.
Implementation plan template
Record your Consumer Duty implementation plan, including reviews you’ve carried out across your firm, and gaps and actions taken to meet the Consumer Duty requirements.
Gap analysis template
You can use this template to carry out regular reviews to understand where your firm is currently complying with the Consumer Duty and identify where changes or improvements are needed.
Fair Value Assessment template
Understand how to approach your own Fair Value Assessment, and document how you’ve reviewed and assessed your services, and the products you recommend for fair value.
The Consumer Duty expects advisers and providers to meet the requirements of four specific outcomes. These represent different aspects of the relationship between advisers, their clients and the providers they recommend. We’ve summarised each outcome and provided resources to help you meet your requirements.
Pensions Fair Value Assessments
These assessments help you understand how we've reviewed and rated our pension products. They include target market information and our distribution strategy.
Protection Fair Value Assessments
We’ve conducted assessments on our range of protection covers, so you can see how we've reviewed and rated our products, and view our target market statements and distribution strategy.
Our Consumer Duty webinars and CPD
Hear from our experts as they discuss the practical aspects of the Consumer Duty and demonstrate how this applies to both pension and protection advice.
Consumer Duty – a practical guide (pensions)
Join Craig Muir and Justin Corliss as they explore key considerations for pension advisers in light of the new Consumer Duty.
Future proofing your advice: How protection can help deliver good customer outcomes
Join Gregor Sked as he discusses the role of protection advice from a Consumer Duty perspective.