Taking the Strain Out of Consumer Duty – EATT 2023


Niki Cooke
Chief Revenue Officer – ProtectionGuru

Andrew Storey
Group Innovation Director – EV

Dawn Mealing
Head of Advice Policy & Development – FIL Wealth Management

Ben Wright
Director of Progress – Change Squared

Learning Objectives

  • Key essentials for every consumer duty plan.
  • How much do adviser processes need to change to accommodate the new regime?
  • Practical barriers to be aware of when designing your consumer duty processes.