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

Firms call for more FCA guidance on Consumer Duty board reporting

Firms call for more FCA guidance on Consumer Duty board reporting

Adviser firms want further assistance to understand vulnerable client characteristics

Isabel Baxter
clock 25 September 2024 • 2 min read
Consumer Duty 'makes it harder for advisers to serve the mass affluent'

Consumer Duty 'makes it harder for advisers to serve the mass affluent'

It's an ‘unintended consequence’

Isabel Baxter
clock 23 September 2024 • 3 min read
We've been 'scared' of the word advice for too long - Octopus Money CEO

We've been 'scared' of the word advice for too long - Octopus Money CEO

Ruth Handcock on Consumer Duty and advice/guidance review impact

Sahar Nazir
clock 15 August 2024 • 2 min read