Enhancing Your Consumer Duty Board Report - A Best Practice Guide

Introduction

This new virtual classroom seminar will provide you with the tools and insights needed to create robust, actionable Consumer Duty board reports that meet regulatory expectations, while driving meaningful improvements across the firm.

You will learn about best practices for planning, structuring, and presenting reports that effectively communicate key metrics and insights.

The session will be accompanied by a range of case studies and you will explore critical topics, including:

• Engaging stakeholders and gathering reliable data
• Identifying trends and addressing areas of concern, such as vulnerable customer outcomes
• Creating reports that balance relevant detail with strategic clarity
• Embedding a culture of accountability and continuous improvement within board-level reporting

The session will appeal to senior managers, heads of compliance, consumer duty champions and those working within risk/audit functions of FCA authorised firms.

What You Will Learn

This live and interactive course will cover the following:

• The purpose of the Consumer Duty Board Report
• Planning the report
• Who should be involved
• What the FCA tells us
• Good governance
• Presentation and structure of the report
• Content of the report
• Tracking actions
• Challenges and solutions

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.