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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 Leworthy first joined FTRC as an intern while working toward her BSc in Banking and Finance. After completing her degree, she moved into a full-time role and now serves as the Communications Coordinator, where she’s expanding her knowledge in the ever-evolving world of FinTech. Jessie plays a key role in shaping the company’s social media presence, crafting marketing strategies, and building strong relationships with FTRC's audience. She’s passionate about honing her skills and making meaningful contributions to FTRC’s growth in the FinTech space. In 2023, Jessie was proud to receive the 'Trainee of the Year' award at the Europe FinTech Awards, a milestone in her journey. She remains committed to her professional development and continues to contribute to the innovative work happening at FTRC. From Devon, Jessie loves spending her free time by the coast. Whether she’s surfing or just relaxing on the beach, being by the sea helps her unwind and keep a healthy work-life balance, so she can return to her role with fresh energy and enthusiasm.

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

    Reply

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