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Lessons learnt from Consumer Duty implementation – Adviser views

Lessons learnt from Consumer Duty implementation – Adviser views

About The Author

Jessie Leworthy

Jessie joined FTRC whilst studying for her BSc in Banking and Finance as an intern, and is now here full time. Whilst working at FTRC she has won 'Trainee of the Year' at the Europe FinTech Awards. Originally from Devon, in her spare time she enjoys surfing and spending time at the beach.

1 Comment

  1. david berry

    as a network adviser with Sesame what is said is 100% spot on however the biggest problem why advisers will not do protection is the system she talks about, not anything else
    With no proper suitability letter in place free format and compliance trying to get everyone on a simple format for consumer duty ( ie according to the FCA customers do not understand most of what is put on these letters and want simple bullet points
    Problem with Compliance they are not telling us we can fill the fact find with loads of notes and ci expert protection guru information
    So Advisers are scared of dealing with Protection, because compliance being compliance they are always going to jump on the least little omission
    So whose fault is that well you can judge where i am going here
    Any system needs to be set up from launch no excuses whatsoever time is money advice is crucial


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