Proof of value: Seven steps to comply with Consumer Duty

'This was always going to be a big challenge for adviser firms'

clock • 5 min read

Chris Davies sets out the seven steps advisers should take when assessing if their service meets the Consumer Duty's proof of value outcome...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Consumer Duty

Two years of Consumer Duty: The best of times, or the worst of times?

Two years of Consumer Duty: The best of times, or the worst of times?

‘Now that we are two years in, we can begin to look back and reflect’

Sandy McGregor
clock 20 August 2025 • 6 min read
Consumer Duty has 'not gone far enough' in advice profession

Consumer Duty has 'not gone far enough' in advice profession

Firms called to be ‘more aggressive’ in their innovation

Sahar Nazir
clock 06 February 2025 • 2 min read
Filling the gaps: Taking a holistic approach under Consumer Duty

Filling the gaps: Taking a holistic approach under Consumer Duty

Gaps, Price and Value, CIP/CRP

Karl Dines
clock 02 January 2025 • 4 min read