Our virtual panel discussion allowed us to explore how other Finserv firms are adapting to the changes brought about by the new Consumer Duty Act, and learn more about the areas where they feel they need more focus.

A great discussion took place between our panelists, Terry Ward, Quilter, Rodney Newing, Natwest Group, Colin Trend, Plymouth Focus Advice Centre, and Simon Fraser, Pearl-Plaza who shared their organisational challenges as well as best practices. As part of the discussion, they also shared ideas to develop better products and services for customers in line with the new standards.

In this summary, you’ll find detailed notes on all the topics discussed during the exchange as well as the results from the live poll questions which were answered by the audience. We hope you find this summary valuable!

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