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Prudential - The What and the How of Consumer Duty Virtual events

23 September 2022
Earn up to 270 minutes structured CPD!

Consumer Duty - possibly the most seismic package of measures from the Financial Conduct Authority to affect all regulated firms. 

Are you on track for having your implementation plans in place by the end of October? Are you clear about the practicalities of Consumer Duty, and what you and your business needs to do to meet the requirements? 

To help with all of this, M&G Wealth will be running a series of three seminars in October looking not just at the What, but the How of Consumer Duty.

Part 1 - What does it all mean and how does it fit in with research and suitability process? 
Thursday 6 October - 3.30pm- 5pm

With special guests Mark Polson and Alison Gay from the lang cat - a leading independent platform, pensions and investment consultancy - we'll revisit the new rules and guidance and consider changes that might needs to be made to the existing process. We'll also look at what else might be needed when it comes to research and suitability. 

Register for 3.30pm session >

Part 2 - How can technology help you with Consumer Duty? 
Thursday 13 October - 10am - 11.30am

Technology will play a key role in helping you meet the new Consumer requirements, so in this session we'll be talking about the what and the how with Nick Eatock, CEO and Co-Founder of intelliflo and one of the leading industry authorities on the use of technology. 

Register for 10am session >

Part 3 - Platforms and servicing - meeting the Consumer Duty requirements 
Thursday 20 October - 10am - 11.30am
Heather Hopkins, a data and research expert specialising in the UK Financial Adviser and Retail Wealth Sector, joins us for a discussion about the due diligence and governance that needs to be considered when researching a platform. And also, where the responsibility lies in the distribution chain for assessing value for money.  

Register for 10am session >

 

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