Taking the Strain out of Consumer Duty - EATT 2023 Plenary

Taking the Strain Out of Consumer Duty – EATT 2023

Speaker

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.

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About The Author

Jack Easter

Jack joins us from the Blue14 group of companies, where he worked with prosperous start-ups to build their operations from the ground up. During his time there, Jack looked after various key accounts, including taking the lead on management of the fintech portfolio, and managed growth campaigns for multiple UK and US financial apps. Jack joins the FTRC team to maintain the Digital Wealth Insights report and help continue its growth. Outside the office, Jack enjoys refining his cooking skills and keeping up with his calisthenics. Jack is also a long-distance cyclist, and recently completed a cross-county Brighton to Liverpool bike ride.