Webinar: Immediate Consumer Duty priorities and how to achieve customer understanding

Date: 24 April 2024

Format: Webinar Recording

Date: 24th April 2024

Time: 10:00 am - 11:00 am

Hosted by: Jennifer Cahill & Tim Hogg

This webinar, hosted by Jennifer Cahill - Cosegic and Tim Hogg - Fairer Finance, explored the current consumer duty priorities and offered insights into achieving comprehensive customer understanding. The webinar held a particular focus on the board report, the FCA's review on vulnerable customers, and what firms need to do to ensure readiness.

Tim Hogg, also took a focus into the practical steps firms can take to achieve and evidence customer understanding. Fairer Finance is a consumer group, research and ratings agency, and consultancy with a mission to help create a fairer financial services market.

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Agenda

The agenda below highlights the main areas focused on during this webinar.

Board Report

FCA's Vulnerable customer review

What firms need to do to make sure they are ready

Closed Products and Services

How to achieve customer understanding

Q&A

Speakers

Jennifer Cahill - Associate Director, Cosegic

Jennifer is an Associate Director at Cosegic. She has significant experience in advising clients and conducting assurance reviews on a variety of topics including governance frameworks, compliance effectiveness, conflicts of interest, systems and controls, and authorisation applications. She has also supported clients in implementing key regulatory changes, including SMCR and Consumer Duty.

Tim Hogg - Director, Fairer Finance

Tim Hogg is a Director at Fairer Finance. Fairer Finance is a consumer group, research and ratings agency, and consultancy with a mission to help create a fairer financial services market. We do this by campaigning, publishing our unique ratings – and by working with companies who want our help and expertise to do better.