WEBINAR:
The new Consumer Duty: the key changes you need to make now
Free Webinar | 10:00 - 10:45am | Tuesday 25th October 2022
The Consumer Duty clock is ticking.Â
Firms have until the end of October 2022 to produce an implementation plan, and until the end of July 2023 to be compliant with the rules for all new and existing products and services.Â
Octopus Investments has joined up with the Elevation team at VouchedFor to help.
For professional advisers and paraplanners only.
What will you learn?
- Gain a quick summary of what you need to know now.
- Learn advisers’ key gaps based on analysis of 300,000 clients’
feedback from across the industry. - Unlock the key challenges advice firms are facing in rising to the
new Consumer Duty. - Hear the commercial case for approaching the new Consumer Duty in the right way.
Speakers:
- Alex Whitson, Managing Director, VouchedFor
- Taylor Beavis, Director, Universe Financial Advice
What is Elevation?
Elevation is inspired by research with advice firms and consumers, as well as by recent FCA publications, particularly the New Consumer Duty.
The system has analysed over 300,000 clients’ feedback to identify the factors that make the biggest positive difference to client experience. It uses carefully engineered questions within a client survey to reveal how your advice firm is tracking against these client experience drivers. As well as benchmarking how you compare with advice firms from the rest of the industry.
Elevation also produces a real-time Consumer Duty Report showing how your advice firm compares with the industry within each of the 4 Consumer Duty outcomes.
Save your place to gain powerful insights to help your Consumer Duty response
Any questions? Please contact elevation@vouchedfor.co.uk