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
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Keith Button will join us at ProgPlan ’23
30 June 2023
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ProgPlan’25
26 February 2025
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