CDA Protection Forum - "What does Consumer Duty require for Protection Advice?"

DESCRIPTION

This session will discuss, 'What does Consumer Duty require for Protection Advice?', specifically exploring:

• Improving Consumer Outcomes
• Avoiding Foreseeable Harm
• Write it or Refer it ?

TARGET AUDIENCE

This session is designed for firms wanting to use technology as a core part of their process to demonstrate ongoing advice.

For this session we will be joined by:

• Keith Richards - Consumer Duty Alliance
• Emma Thomson - Women in Protection Network
• Alan Richardson - Lifesearch

ABOUT THE TECHNOLOGY FORUM

The Consumer Duty Alliance Technology Forum will explore how technology can help firms to meet Consumer Duty requirements, for example evidencing the delivery of good client outcomes.

Whilst focussing on the UK market, Ian will also share his learnings and insight from developments in other countries.

The Consumer Duty Alliance brings together parties across the financial services sector to share 'good practice', engage policymakers and raise the public’s perceived value of professional advice.

SPEAKER PROFILES

Ian McKenna – Founder of AdviserSoftware.com and Chair of Technology Forum
The FTRC, founded by Ian in 1995, is a boutique consultancy focusing on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions.

The firm recently has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs.