Industry Insight

Reporting for Consumer Duty

Posted on 22/08/202222/08/2022 by Laura Pearson

Hayley Rabbets looks at Consumer Duty from a reporting perspective and says it gives advice firms doing all the right things a chance to shine

As the dust settles on Consumer Duty Day (this was a genuine event for Team Verve) we’ve been pondering on all the different ways firms can adopt this into their culture and operations… and we’ve got your back!

Since I get my kicks from all things paraplanning, I thought I’d share some insight into how you can use suitability report templates to reflect your firm’s adoption of the Consumer Duty principle…

Read more in our Professional Adviser article here.

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