An independent professional body, supporting the personal finance sector to implement good consumer outcomes.
United Kingdom
Joined September 2022
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Our latest newsletter is out! linkedin.com/posts/consumer-…
Unique insights from @JPorteousCFP, @NickEatock and @david_ferguson on Thursday at 10:00AM.
From service design to advice delivery, they’ll look at how firms are achieving efficiencies and demonstrating positive client outcomes.
Learn more and register bit.ly/49Gx1c
Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice?
This new webinar looks at the key building blocks of good advice and the practical steps firms have taken.
Learn more and register bit.ly/49Gx1cJ
#ConsumerDuty
Our CEO, Keith Richards, on stage at the @Just_Adviser Vulnerability Conference #JustVC
#ConsumerDuty #FinancialPlanning
@CISI @pfsconf @StudyLIBF @SOLLAadvice
Congratulations to @financialwalker for achieving the CFP Professional of the Year Award at tonight’s @CISI #financialplanning24 awards! 😊
#FinancialPlanning #SafePairOfHands
Our CEO, Keith Richards, sharing the stage with @katesilverton to recorgnise excellence across the Platform and Advice sector.
Congratulations to all the finalists at this evenings Schroders UK Platform Awards! @SchrodersUKPA
#SchrodersUKPA
We are looking forward to meeting everyone at the @octomembers #ProgPlan23 today!
Our CEO, Keith Richards, will be in attendance 😊
#ConsumerDuty #FinancialPlanning
This is the line-up of brilliant speakers sharing their progressive insights, ideas and hard won experience at #ProgPlan23 tomorrow, Thursday 14th September. Our flagship day for and by financial planners. We are sold out except for livestream tickets tickettailor.com/events/octo……
Consumer Duty retweeted
Not to late to book on for the inaugural @ConsumerDuty Champions Forum:
bovill.com/event/cutting-thr…
Interested in or responsible for implementing Consumer Duty? This new webinar could be for you.
It’ll cover some of the Duty’s thorniest issues and how to cut through the noise to focus on the things that really matter.
Find out more and register bit.ly/3P39glo
Consumer Duty retweeted
Loan Fee Fraud is when consumers are duped into paying fees for a #loan they never get.
Stay one step ahead by using our 3-step checklist. fca.org.uk/consumers/loan-fe…
Consumer Duty retweeted
Rising living costs are driving people towards taking out #loans to cover summer spending.
Find out how to spot the warning signs. #Fraud #CostOfLiving fca.org.uk/consumers/loan-fe…
Consumer Duty retweeted
Consumer Duty Alliance hits 10k members in 5 months on.ft.com/45pH5ns
Consumer Duty retweeted
PIMFA's Alexandra Roberts issues new #consumerduty videos looking at what issues could arise as the new duty responsibilities extend into the distribution chain, use & collection of data, corporate culture & treatment of vulnerable customers pimfa.cc/mpEQy
Consumer Duty retweeted
Lasting powers of attorney are an important legal mechanism for properly supporting people who are in vulnerable circumstances
#SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty
@pfsconf @StudyLIBF @CISI @STEPSociety @SFELawyers
Anyone over the age of 18 can register a lasting power of attorney (LPA). An LPA makes it easier for the people you trust to support you when you need it most.
Find out more and hear people talk about their experience of LPAs:
powerofattorney.campaign.gov…
#YourVoiceYourDecision
ALT A couple hug. The image is in black and white. Text over the top shows the hashtag 'Your Voice, Your Decision'. #YourVoiceYourDecision
We’re delighted that Michael has agreed to chair this key Alliance forum.
His first-hand regulatory knowledge add to his hands-on experience since leaving the FCA, means that there are few better placed to chair the forum.
#SafePairOfHands #FinancialPlanning #ConsumerDuty
Consumer Duty retweeted
This is a very valuable guide that has been authored by a panel of subject matter experts.
It addresses the very important matter of bereavement from a professional adviser’s perspective and represents a very practical guide.
consumerduty.org/images/Vuln…
Lasting powers of attorney are an important legal mechanism in supporting people in vulnerable circumstances and the @OPGGovUK provides a useful reminder that it’s important that they are set up correctly.
#SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty
A lasting power of attorney (LPA) must be signed in a specific order✍️
Signing in the wrong order could delay your application, or may mean you have to re-do it.
💻 For more support and guidance visit gov.uk/opg
ALT Lasting power of attorney (LPA) documents must be signed in a specific order.
Consumer Duty retweeted
Consumer duty not just tick-box exercise, the work must continue on.ft.com/3Ycg2tn
Consumer Duty retweeted
Our Consumer Duty sets a higher standard of consumer protection in financial services.
Firms should deliver:
- helpful and accessible customer support
- timely and clear information
- products and services that meet your needs and provide fair value
fca.org.uk/news/news-stories…
Consumer Duty retweeted
According to our survey, nearly 5m consumers received communications they found unhelpful.
With the Consumer Duty, firms will need to share timely communications that customers can understand, supporting them in making good financial decisions. fca.org.uk/news/press-releas…
