Consumer Duty Health Check
How confident are you that your Consumer Duty arrangements are delivering good outcomes for customers?
It is one thing to have the policies, processes and frameworks in place. It is another to have confidence that they are working effectively in practice.
Our Consumer Duty Health Check provides a focused review across four areas that are central to evidencing good customer outcomes:
- Fair Value Assessment
- Customer Journey Mapping
- Vulnerable Customers
- Foreseeable Harm Framework
This review goes beyond whether the documentation is in place and provides confidence that your processes are operating effectively and delivering the right outcomes for customers.
We believe regulatory assurance should be straightforward, transparent, and accessible. This review can be structured in two ways
A review of one of the four areas (Fair Value, Customer Journey Mapping, Vulnerable Customers or Foreseeable Harm)
This review is ideal for firms that:
- Have received regulatory contact or feedback around a specific area
- Have identified a specific area of concern
- Need independent challenge before a Board review
- Want assurance over a recent framework enhancement
- Require a cost-effective assessment of a key Consumer Duty component
A comprehensive review of all four Consumer Duty components.
This review is ideal for firms that:
- Want a holistic view of their Consumer Duty framework
- Have not undertaken an independent review previously
- Are preparing for regulatory scrutiny
- Need Board-level assurance across multiple Consumer Duty requirements
- Have not undertaken an independent review previously
Why clients choose the Full Health Check
The Full Health Check provides reviews of all four key Consumer Duty areas for the cost of three focused reviews.
| Focused Review | £2,500 + VAT each |
| 4 Individual Reviews | £10,000 + VAT |
| Full Health Check | £7,500 + VAT |
Ready to Get Started?
Book a discovery call to discuss whether a Focused or Full Health Check is the most appropriate option for your firm.