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Consumer Duty Annual Board Report: are you ready?

Thursday 11 April 2024 | 10:00 AM (GMT) | 60 minutes

Your board has until the 31st of July 2024 to sign off on their first annual Consumer Duty report – but this is not a one-off internal ‘box ticking’ formality you can pay lip service to.

Elephants Don’t Forget are joined by specialist consultancy firm – Square 4 – to share their insights on the necessary steps your firm must take to compile their first report.

Key discussion points include how to:

  • Prepare and produce the content of your firm’s annual report by 31 July 2024.
  • Identify and capture the MI and data that will make or break your report.
  • Align your board report with FCA expectations.
  • Test whether your report will meet the board’s needs.
  • Check and challenge your report’s objectivity against good industry practice.

Click here to register >>>

In February, the FCAs Sheldon Mills commented that although many firms have made solid progress with Consumer Duty, issues remain around price and value outcomes, with concerns around the limited scope of firm’s assessments and wishing to see a broader range of fair value indicators.

Worksmart work with many firms choosing to leverage the spirit of Consumer Duty for their own benefit and competitive advantage through delivering more efficient monitoring and sampling capabilities. Many firms are taking this opportunity to consider ‘value’ focused T&C plans to help demonstrate their overall value proposition. With coaching and evidence relating to fairness, customer service, vulnerability and fair value being high on the list.

Getting to Grips with Assessment Skills
Getting to Grips with Coaching Skills

2 essential workshops for supervisors.  Ideal for new starts and a great refresher for experienced supervisors.

18 April for Assessment Skills
22 April for Coaching Skills

Each of these 2 hour workshops are facilitated on TEAMs.(1000-1200)   Book by emailing Quote APR35 to receive 35% discount

Advance Your Career with CPD

Continuing Professional Development (CPD) is the cornerstone of growth within the dynamic landscape of financial services. At Wizard Learning, we empower professionals like you with the essential knowledge for staying ahead in this ever-evolving field.

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R06 Solution Package

For the upcoming R06 exam on April 23rd, we have our comprehensive R06 Solution Package to support your exam preparation needs including:

  • Expected solution authored by Financial Experts with over 30 years’ experience
  • The R01 to R05 online multimedia courses
  • The last 7 expected solutions
  • 2 self marked mock papers

We are offering a 10% discount to all TC-News readers who reach out to us – click on the link below and simply quote “TC-News” in your message to us to receive this exclusive discount.


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