Consumer Duty: A handy timeline to 31 July for advisers

What should advisers be prioritising from August onwards?

clock • 4 min read

Alastair Black outlines what must be done before the 31 July Consumer Duty deadline and what comes after in this handy timeline for advisers...

There are only weeks left until the 31 July Consumer Duty deadline. Many firms will be well-prepared to meet this. But what must those who still have work to do absolutely make sure they've completed - and what should advisers be prioritising from August onwards? Here's what we are telling our clients...

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

PA360: Gillian Hepburn on the ongoing vs fixed fees debate

PA360: Gillian Hepburn on the ongoing vs fixed fees debate

'Advisers may need to have a re-think and explain things'

Isabel Baxter
clock 25 April 2024 • 2 min read
 Consumer Duty: Looking back at the landmark regulation one year on

Consumer Duty: Looking back at the landmark regulation one year on

‘What we really need is wholesale cultural change’

Sarah Lyons
clock 23 April 2024 • 3 min read
Is this subterfuge? The hidden appeal of Consumer Duty

Is this subterfuge? The hidden appeal of Consumer Duty

'Maybe this is what a black belt in bureaucracy looks like'

Andrew Goodwin
clock 16 April 2024 • 4 min read