On demand. Consumer Duty Alliance.
We are pleased to have Keith Richards, CEO of Consumer Duty Alliance and Chair of Financial Vulnerability Taskforce sharing the aims and objectives of the Consumer Duty Alliance.
Aiming to attract advisers and planners who put their clients’ interests at the heart of all they do but who are also willling to share their insights and best practices with others, as well as organisations who support them, this is a useful insight into their hopes for the profession.
Heartily recommended viewing.
#consumerduty #clientoutcomes #financialadvice
Octo Members
Octo
-
Weekly round-up 26th November
26 November 2021
-
Progressive Planning Event 8th September Agenda
23 August 2022
-
Shaping Wealth returns as a partner for ProgPlan ’23
28 June 2023
-
Progressive Planning Event ticket update
22 August 2022