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Delivering the Consumer Support Outcome
One of the most striking elements of the Consumer Duty is that for the first...
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Consumer Duty: Closed Products Shouldn’t Have to Compete
When the FCA initially announced that closed products would be given an extra year to...
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Simplify 2024 Outlook
[pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/12/Simplify-Outlook-2024.pdf” title=”Simplify Outlook 2024″]
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Vulnerability Campaign: Utilising tech and AI
[pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/11/Tech-and-AI-Interview.pdf” title=”Tech and AI Interview”] Natasha Bridgewater Wealth Consultant
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Vulnerability Campaign: Customer-Centric Process Design
Well-known and hotly anticipated regulation changes this year saw the pre-existing Vulnerable Customer Guidance form...
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Transfers: Where do we go from here?
Listening in at the Big Picture conference recently and in some of our CX interviews...
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Transfers: Will Consumer Duty be the STAR of the show?
The transfer market has been a rapidly evolving space in the financial services industry over...
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Will Consumer Duty put restricted advice propositions under pressure?
How important is independence when seeking advice? When we look for advice, we are likely...
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Consumer Duty: Are You Ready?
As we approach the Consumer Duty deadline, attention should already be on the interactions with...