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Consumer Duty two years on: Consumer understanding outcome drives creative thinking | Chris Jones, Dynamic Planner - IFA Magazine
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1 Articles
1 Articles
Consumer Duty two years on: Consumer understanding outcome drives creative thinking | Chris Jones, Dynamic Planner - IFA Magazine
Two years after its introduction, Consumer Duty continues to reshape how firms engage with clients. In this instalment, Dynamic Planner’s Chris Jones explores the Consumer Understanding outcome—highlighting how technology, creative communication, and AI are helping advisers improve transparency, personalise interactions, and better support vulnerable clients. From our privileged vantage point as a technology provider to the industry, informed by…
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