The proof behind the principles: building robust outcome evidence for Consumer Duty

In this IIL financial planning webinar, Vanessa Riboloni and Martin Grimwood equip you with good practice approaches for better outcome evidence gathering and the business case for doing so, as well as insights from CII research on the challenges and progress of board reporting, one year on.

The FCA is intensifying its focus on evidencing outcomes for vulnerable customers, with cross-cutting policy and strategy director Charlotte Clark announcing a "deliberate move from prescription to principles with proof", requiring firms to demonstrate that communications move vulnerable consumers into better value products. While firms are making good progress, CII research reveals that data remains the most significant challenge to Consumer Duty implementation, particularly in evidencing outcomes for vulnerable customer cohorts.

This webinar provides practical guidance on overcoming these data challenges and moving from activity tracking to outcome proof. The speakers share insights from CII research examining progress one year after firms submitted their first board reports, helping you benchmark your firm's position against the wider market. Additionally, they discuss best practices for continuous improvement, demonstrating how to demonstrate the causal link between interventions and customer outcomes - the "proof" the FCA requires. Finally, Vanessa and Martin demonstrate that good outcome reporting delivers benefits beyond regulatory compliance, making it a strategic business opportunity rather than just a compliance obligation.

Learning objectives:

• Understand how your firm compares against wider market Consumer Duty reporting
• Apply practical frameworks for outcome measurement and continuous improvement
• Articulate the business case for data-driven vulnerability management

Chair: TBC

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

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