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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The Inaugural Nick Cann Award for Progressive Planning
29 September 2022
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Lee Robertson hosting two events
4 October 2021
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Advice for overseas clients
28 March 2023