Aug
14
12:00pm
The Consumer Duty: what can paraplanners learn from the last year?
By Paraplanners' Assembly
It’s been just over a year since the arrival of The Consumer Duty.
So, whether you've been neck-deep in its implementation or still feel like you’re getting to grips with it, now seems like a good time to see how we’re all getting on with it.
That’s why you’re invited to join us online at 1.00pm on Wednesday 14 August 2024 for a lunch-hour Assembly that’s all about The Consumer Duty.
To explore the topic, we’ll be joined by founder of Compliance and Training Solutions (CATS), Mel Holman, and Tom Lloyd-Read, technical planning manager at Stonehage Fleming.
Mel has been providing advice and implementation support to a range of organisations while Tom has been deeply involved in implementation of the Duty within his firm.
Over the course of the lunch-hour Assembly, we’re bound to cover:
- real-life experiences of implementing The Consumer Duty
- practical approaches to demonstrating client understanding
- the ongoing challenge of defining and proving value
- how firms are adapting to support vulnerable clients
- the impact of the retirement income review
What's more, if our pre-event prep is anything to go by, there’s every chance we’ll touch on cashflow modelling assumptions, dashboards and gap analysis too.
Of course, being an Assembly, not only are you invited to tune into the conversation, we’d love you to share your thoughts and ideas on what's working, what's not, and where firms are still figuring things out in the chat.
So if you’re up for an hour’s worth of thoughtful insights and practical takeaways, join the conversion and save your spot now.
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Paraplanners' Assembly
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