Akademia | Consumer Duty

Consumer Duty requirements have been in force of the best part of a year, and the demands ratchet up again at the end of July. Akademia has assembled a mix of practitioners and industry experts to discuss the lessons learned so far and to give their thoughts on what to prepare for in the months ahead. 

Taking part are: 

· John Porteous, Managing Director, Charles Stanley 
· Russell Facer, CEO, threesixty Services 
· Simon Weldon, founder, Weldons Wealth Management 

Learning outcomes 

· The codification of Consumer Duty and what it means for advisers 
· How to deal with vulnerable clients and best practices to follow
· How you can demonstrate value for money with products and services