Vulnerable customer webinars

Catch up with our engaging, informative webinars about consumer vulnerability, Consumer Duty and more.

Webinar recordings

Peter Labrow Peter Labrow

Evidencing management information for Consumer Duty

Roundtable discussion on 'Evidencing Management Information for Consumer Duty' with our expert speakers, James Edmonds Customer Experience Director at Investor in Customers, Mike Perry Previous CEO of PG Mutual, Tony Crane Consumer Duty Expert & Keynote Speaker, Andrew Gething Founder and Managing Director at MorganAsh. This session will focus on vulnerability and consumer outcomes, understanding and support rather than price and value.

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Peter Labrow Peter Labrow

Using data for monitoring to meet Consumer Duty

Roundtable discussion on 'Using Data for Monitoring to Meet Consumer Duty,' with our expert team of Simon Ripton, Director of Propositions at Moneyhub, Ben Allott, Commercial Director at Infinian, Tony Crane, Consumer Duty Expert, and Andrew Gething, MorganAsh's founder and Managing Director.

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Peter Labrow Peter Labrow

Meeting FCA Consumer Duty regulations with MARS

Vulnerability and now Consumer Duty regulations have increased the need for firms to understand and communicate customer characteristics. In this session, we look at the philosophy of the MorganAsh MARS tool, how individual data can be used only for managing vulnerability and monitoring consumers throughout the product lifecycle, and many Consumer Duty requirements.

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Peter Labrow Peter Labrow

How vulnerability and Consumer Duty overlap

A Consumer Duty webinar and round-table discussion, with Tony Crane, Jonathan Warren and Andrew Gething – looking at how the FCA’s guidance on customer vulnerability and Consumer Duty overlap and what this means for financial services firms.

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Peter Labrow Peter Labrow

Meeting FCA guidance on vulnerable customers – part 2

Looking at data privacy, GDPR and signposting/treatments when a customer vulnerability is identified, to meet the FCA’s Consumer Duty guidelines and provide the best possible customer experience. A round-table discussion and Consumer Duty webinar with Helen Lord, Chris Jones, Jonathan Warren and Andrew Gething.

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