Consumer Duty
Consumer Duty is here to stay. Do you feel equipped to operate within this new framework?
Hopefully, it hasn't required a major operational overhaul for your business, but you'll still need to show what you're doing to deliver good outcomes for your customers in the four key areas set out by the FCA.
Here's where we can help. Xplan provides much of the tools and functionality you need to take the stress, worry and hassle out of Consumer Duty.
We’ve researched the industry and worked with a range of existing clients to help shape the best practice guidance for you.
Consumer Duty Community Articles
Managing data for vulnerable clients
Consumer Duty Retirement Income Advice
Reporting on key information gaps
Retirement Income Advice Enhanced Annuity Quotations
Consumer Duty Forum
If there is anything else you want to know or ask about Consumer Duty & Xplan use our dedicated forum.
Iress Learning Centre
We’ve built a Consumer Duty learning course which is a series of eLearning videos to guide you through all of the functionality Xplan has to offer for Consumer Duty. Details can be found here.
