Helping you get ready for the Consumer Duty
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 implementation plan, including reviews you’ve carried out across your firm, and gaps and actions you need to take before the final Consumer Duty deadline.
Gap analysis template
Understand where your firm is currently complying with the Consumer Duty and identify where changes or improvements are needed to deliver good outcomes for your clients.
Helping you meet the Consumer Duty outcomes
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.