The Board and Senior Management Consumer Duty Toolkit helps your leadership team follow the FCA Consumer Duty rules. This easy bundle gives you three practical resources to support good compliance and put consumers first.
First, the Consumer Duty Management Information Template lets you analyse and improve customer interactions. It helps you see what’s working well, plan your next actions, and monitor progress towards FCA standards.
Next, with the Consumer Duty Board Report Template, you can quickly create your annual Consumer Duty board report. This template is simple to adjust, so every firm can report on their compliance in the right way.
After that, use the Consumer Duty Key Questions Checklist. It covers all the main FCA questions, making it easier to show your ongoing compliance and keep good records for reviews.
Together, these tools give boards and senior managers a clear structure for reporting and managing Consumer Duty responsibilities. Each resource is designed to be practical, so you can start using them straight away. As a result, your team will find it easier to check compliance, review policies, and keep customer needs at the centre of decision-making.
Download the Board and Senior Management Consumer Duty Toolkit now and give your firm a straightforward way to meet FCA requirements—saving you time and giving you peace of mind.
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