Tuesday, May 16, 2023
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Dynamic Planner offers free Consumer Duty guide



Financial Planning fintech Dynamic Planner has boosted its range of Consumer Duty support to help advice firms take control of implementation.

It now offers a free guide and has announced dates for its Consumer Duty Roadshow.

The roadshow will be in Manchester on Thursday 15 June and London on Tuesday 20 June a where a panel of experts will debate ‘Consumer Duty: The good, the bad and the ugly.’

Meanwhile, the company’s proposition director Chris Jones will, “cut through the noise and nail the new regulation’s pain points.”

There will also be a demonstration of how the company’s risk-based Financial Planning system works.

Yasmina Siadatan, sales and marketing director at Dynamic Planner, said: “The countdown to implementing Consumer Duty is well underway.

“We believe that technology is the key to overcoming the perceived challenges associated with what may feel like a very daunting prospect.”

The free Consumer Duty Guide can be downloaded here.


 



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