Consumer Duty Management Information Template​

Stay Ahead on Consumer Duty Compliance

Managing Consumer Duty reporting is easier with the right tools. The Consumer Duty Management Information Template gives your firm a smarter way to collect, analyse, and action essential data. It helps you meet FCA requirements and put consumer interests at the heart of your business.

Track the Right Data at Every Stage

This template provides organised sections for each part of the customer journey. Record and review metrics on product understanding, customer satisfaction, and feedback. Clear instructions guide your team on what to capture and how to measure success.

Spot Risks and Take Action Quickly

Threshold tracking features alert you if performance moves outside safe limits. Your team can act straight away to fix problems, protect consumers, and avoid compliance gaps before they grow.

Drive Improvement with Insightful Reviews

Use built-in comparison tools to see trends month by month or quarter by quarter. These comparisons highlight what’s working, flag areas for improvement, and support strong decision-making. The template also includes structured action lists, making it easy to turn insights into practical steps.

Customise the Template for Your Needs

Adjust every part of the Consumer Duty Management Information Template to suit your firm’s size, services, and regulatory focus. Update the fields and layout as your business evolves or faces new FCA expectations.

Keep Compliance Simple and Effective

With this template, everyone in your firm can understand and follow Consumer Duty reporting—even if they are new to FCA rules. Regular use builds a strong compliance culture, improves outcomes, and provides clear evidence to regulators.

Start using the Consumer Duty Management Information Template today. Help your business monitor performance, spot risks, and drive better consumer results with ease.