Consumer Duty

Clients willing to pay more but expect tangible service upgrades

‘It has enabled us to really think about what’s needed’

Consumer Duty aligned adviser benchmark based on a data set and behavioural model

What to consider when designing an ongoing review service

Pensions industry ‘well off the pace’ on vulnerability

Firms are taking a ‘wait and see’ approach

Tool aims to tackle “crowded and complex” market

Consultation is about ‘understanding and evidencing impact’

Firms can expand potential client bases

'Data is not a by-product of systems; it is a core governance asset'