Jan
31
1:00pm
The Consumer Duty: how’s it going so far?
By Paraplanners' Assembly
Join us at 1pm on 31 January 2024 – exactly six months after The Consumer Duty came into force – for an online Assembly where we’ll ask: ‘How’s it going so far?’
To help answer the question, host Caroline Stuart from Sparrow Paraplanning will be joined by Heather Hopkins of Next Wealth.
Together they’ll explore how advice practices have addressed – and continue to address – the demands of the Duty.
As well as recapping what firms are expected to do, they’ll also consider what they could do thanks to the opportunities it presents. Over the course of the lunch-hour session two significant themes are likely to emerge:
- how firms are demonstrating the value of their advice; and
- how to prove that clients really understand what they can expect from their financial plan
To bring the topic to life, Heather will be sharing insights from consumer research recently carried out by Next Wealth that reveals what clients value – essential intel for paraplanners crafting suitability reports and reviews.
As well as talk of segmentation, target markets and more, we’re planning in-chat polls and Q&As so you will get plenty of chances to contribute your thoughts and pose questions.
With its focus on practicalities of implementation illuminated by evidence from original research, it promises to be a really informative and engaging hour.
Fancy joining in? Just tap ‘Book now’ to save your spot.
hosted by
Paraplanners' Assembly
share