Elevation_Logo_Lockup_White_Grass_Green 2

Is your price fair? How to deliver, monitor and evidence ‘value’ under the Consumer Duty

Free Webinar | 09:30 - 10:15am | Tuesday 4th July 2023

In the Consumer Duty, the FCA requires firms to evidence value.  But, unlike ‘cost’, value is subjective – influenced as much by the service, brand and comms accompanying a product, as the product itself.

So how can advisers be confident that they’re meeting this area of the Duty?

This webinar will explore what the FCA means by value, and offer clear steps to deliver it, monitor it, and evidence that you’re meeting the Duty.

What will you learn?

  1. The FCA’s latest guidance on ‘fair value’, and how it differs from cost.
  2. What is ‘reasonable evidence’: the data points you need to assess, monitor and evidence value.
  3. Practical action: key steps and SimplyBiz resources to help you deliver and evidence value.

The webinar will be led by Alex Whitson, MD of VouchedFor, who will be joined by Sandy McGregor, Head of Policy at SimplyBiz, and Howard Tingley, Co-Founder and Chartered Wealth Manager at Tingley & Cooper.

Save your place

Any questions? Please contact elevation@vouchedfor.co.uk