Consumer Duty reality: The impact on mortgages and protection


INSIGHT
Published
Mar 20th '24
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The implications of the Consumer Duty for investment advisers have received lots of attention. But what about those in the mortgage or protection space?

 

This Consumer Duty Alliance Champions’ Forum focuses on how the Duty impacts firms and individuals offering mortgage and protection services.

 

Chair, Michael Lawrence, is joined by three industry leaders to discuss issues such as:

 

  • What are the Duty’s implications for designing distribution models?
  • How do the Duty’s price and value requirements impact commission and fee structures?
  • How can firms ensure customers get the information needed to make good purchase decisions?
  • How can firms ensure they give customers enough ongoing support?
  • How should firms service customers identified as being vulnerable?
  • What’s the impact on loaded premiums, over-50’ life cover and non-advised sales?

 

There will also be time for questions from attendees.

 

It takes place on Thursday 21 March at 11:00 and promises to be a lively, topical and interesting discussion.

 

Book your space here.

 

Thanks to Bovill for hosting this webinar.

 

To help you with consumer duty issues – Contact Us today.

 

LS Consultancy is a Affiliate Member of the Consumer Duty Alliance, which is an independent, ‘not-for-profit’ professional body. It aims to support the personal finance sector in the adoption and implementation of the FCA’s Consumer Duty requirements through the alliance of like-minded individuals and firms.

 

Call us on +44 (0) 20 8087 2377  or email us.

 

If you want to get the right advice, quickly, with clear and totally transparent, unshackling yourself from the confines of an antiquated compliance support service, then contact us.

 

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