The Consumer Duty aims to raise standards of consumer protection across
financial services and to prevent harm, underpinning the regulator’s 2022-25
strategy. The FCA has characterised the Consumer Duty as ‘customer-centric’.
Are products and services designed to deliver good client outcomes?
You have had to plan how you are going to achieve all of this, but, for open
products and services from 31 July 2023, thinking significantly shifts to
delivering it. How do you do that? Echoing the Duty’s cross-cutting rules, how
do you take all reasonable steps to avoid foreseeable harm to your clients;
enable them to pursue their objectives; and act in good faith?
Download our brochure to learn more about how Dynamic Planner can help you to meet Consumer Duty standards with one financial planning system.