Vulnerability and now Consumer Duty regulations have increased the need for firms to understand and communicate customer characteristics. In this session, we look at the philosophy of the MorganAsh MARS tool, how individual data can be used only for managing vulnerability and monitoring consumers throughout the product lifecycle, and many Consumer Duty requirements.

A Consumer Duty webinar and round-table discussion, with Tony Crane, Jonathan Warren and Andrew Gething – looking at how the FCA’s guidance on customer vulnerability and Consumer Duty overlap and what this means for financial services firms.

A round-table discussion and Consumer Duty webinar, looking at how the FCA’s Consumer Duty regulations affect the later life lending market – with Linda Blackwell, Tony Crane and Andrew Gething.

A round-table discussion about the Consumer Duty and customer vulnerability challenges facing the retirement market, with Alan O’Neil, Tony Crane and Andrew Gething.

Chris Jones, Jonathan Warren and Andrew Gething how at ways to measure consumer vulnerability consistently, to meet the FCA’s Consumer Duty guidelines.

Looking at data privacy, GDPR and signposting/treatments when a customer vulnerability is identified, to meet the FCA’s Consumer Duty guidelines and provide the best possible customer experience. A round-table discussion and Consumer Duty webinar with Helen Lord, Chris Jones, Jonathan Warren and Andrew Gething.

A Consumer Duty webinar and round-table discussion looking at customer vulnerability and why this, and the FCA’s guidance on Consumer Duty, is important – with Keith Richards, Chris Jones, Jonathan Warren and Andrew Gething.