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How to deliver on Consumer Duty
- Investment Management
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- 09.08.23
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Royal London shares an overview on how to deliver and demonstrate value to clients as part of Consumer Duty. The article recommends creating identifiable targets that put client needs front and centre. When setting targets it suggests doing so based on a life stages approach, allowing advisers to capture key life events and consider the type of things which are important to clients over the course of their life.