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20th February 2024: Booster: Preparing for your first Consumer Duty Board Report – A Step by Step Guide to help you plan

  A cornerstone of the Consumer Duty is the annual requirement for the Board (or equivalent governing body) to review and approve the firm’s report on retail customer outcomes.  It’s an opportunity for firms explain how their efforts are contributing to better customer outcomes, report on the actions they’ve taken to...

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“Do the right thing” – FCA publishes speech by Therese Chambers (Joint Executive Director of Enforcement and Market Oversight at the FCA)

Published 1st June 2023 Speech by Therese Chambers, Joint Executive Director of Enforcement and Market Oversight at the FCA, delivered at the City & Financial FCA Investigations and Enforcement Summit.

Highlights

Doing the right thing as part of your day job is easy in financial services and far more rewarding in the...

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Your Essential Guide (PART TWO) to developing Outcome Testing  – 13th June 10.00-11.15am

Bitesize session - FCA Consumer Duty series Time: 10am - 11.15am Date: 13th June 2023 A key part of the FCA’s Consumer Duty (‘the Duty’) requires firms to assess, test, understand and evidence the outcomes their customers are receiving. Firms will also need to identify where customers or groups of customers are...

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FCA publish – Financial Lives January 2023: Consumer experience of the rising cost of living.

Published 17th May 2023! We are providing selected statistics in this research note from our Financial Lives cost of living (Jan 2023) recontact survey, to give an insight into the financial situation UK adults experienced over the 6 months to January 2023. Not the full financial lives survey - this is expected...

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Exciting news for Workout users…

We have been very busy behind the scenes for the past few months working on our online training platform, Workout. We have reviewed and updated all 12 of the Workout 1 modules, you will also notice that it has had a little facelift too (very exciting! 😁) If would like any more...

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Empathy Fatigue – what is it and why we need take this seriously? 5th May 2023 12.00pm-1.00pm

  This webinar is aimed at senior leaders, team leaders and other individuals looking after teams, as well as those in customer-facing roles. Following the pandemic and in today’s challenging economic situation, customer-facing teams are experiencing more highly emotive and demanding customers. And it’s taking its toll on them. In this webinar, we...

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Exciting news... You can now book your training online!

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