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Consumer Duty reality: How to monitor client outcomes effectively and practically

With the 2025 Consumer Duty Board Report deadline approaching, this Consumer Duty Practitioners’ Forum explores how firms can implement an effective outcomes monitoring framework and uses detailed case studies to demonstrate what this looks like in practice. Forum chair, Michael Lawrence (Principal Consultant, Bovill Newgate), is joined by James Edmonds (Managing Director, Duty CX) and Martin Grimwood (Director, FWD Consulting). They'll share their expertise and experience to help you build your understanding of: * FCA's expectations on MI and outcomes monitoring * Benefits for firms from having good MI * The fundamentals of outcomes monitoring and MI * Case studies focusing on Support, Understanding and Fair Value. It promises to be an insightful discussion with a focus on practical actions and take-aways with time for audience questions.

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