Consumer Duty Toolkit

The Consumer Duty Toolkit helps your firm follow the FCA’s Consumer Duty rules. With this digital bundle, you get easy-to-use resources that save you time and make compliance straightforward.

First, the Vulnerable Customer Fact Sheet gives you clear steps to spot and support customers who might need extra help. As a result, your team can grow their confidence and meet FCA guidance more easily.

Next, the Document Checklist keeps you organised. You can quickly track every file and policy you need for Consumer Duty, so nothing important gets left out.

After that, use the Management Information Template to collect and review key customer outcomes. Because it’s ready-made, you can simply enter your data and see where to make improvements right away.

To help with monitoring, the Key Questions Checklist lets you answer the FCA’s main Consumer Duty questions. This means you can prove you are keeping up with rules and easily update records whenever needed.

Then, the Board Report Template guides you through your annual Consumer Duty report. Since it’s customisable, your firm can meet the FCA’s requirements without stress or wasted time.

Altogether, the Consumer Duty Toolkit gives you practical tools to put your customers first and keep your business on the right track. Whether you are starting your framework or reviewing what you have, this bundle makes each step simple and clear.

Now, you can download the toolkit and start achieving Consumer Duty compliance with confidence. Every resource helps your firm put customer outcomes at the centre of its work—just as the FCA wants.