This webinar has now passed. A recording of the event will be made available in the coming days.
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.
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.
Related resources
All resourcesThe FCA publishes its proposals on research payment optionality, but with “guardrails”
Which regulatory areas does the FCA’s “Dear CEO” letter on supervisory strategy for asset managers and alternatives specifically target?
More time for payment service providers to investigate suspected fraud
Does the FCA consultation on enforcement signal a more aggressive approach?