Consumer Duty & Timeline

This webinar provides a compliance overview of your responsibilities under The Consumer Duty and how we support adviser firms to fulfil those responsibilities.

Join us on 18th January 2023 at 12pm!

Your Host

Hugo White will be your host for the Webinar, and will introduce our Head of Compliance, Jayson Upton, answer any questions you may have, and demonstrate how Timeline supports adviser firms to adhere to the consumer duty and deliver good outcomes for retail customers. 
Hugo White

Compliance Spotlight

Jayson Upton, our Head of Compliance, will dive into how financial advice firms must act to deliver good outcomes for retail customers. He'll guide attendees through the key tenets of The Consumer Duty making sure advisers are clear and comfortable with their responsibilities.
jayson

Consumer Duty Overview 

Our Head of Compliance, Jayson Upton, will help give you the insight and confidence you need to comply with the consumer duty requirements and deliver good outcomes for retail customers.

You can then use our guide or contact us to help review your proposition in light of the new requirements.
 

Consumer Duty Overview

Our Head of Compliance, Jayson Upton, will help give you the insight and confidence you need to comply with the consumer duty requirements and deliver good outcomes for retail customers.
 
You can then use our guide or contact us to help review your proposition in light of the new requirements.
 
JANE-IPAD2

Timeline Planning reports can be produced to hold on file.

Timeline Planning ✍️

A key emphasis for the consumer duty is on the need to evidence that the adviser has explained things in a way that the client can understand. There also needs to be evidence that the client has engaged in this process and understood. Here's how Timeline Planning can help:

JANE-IPAD3

Retirement modelling shows the clients the range of possible outcomes.

JANE-IPAD1
Dynamically demonstrate the impact of different return or inflation scenarios, or costs.
JANE-IPAD2

Timeline Planning reports can be produced to hold on file.

Timeline Portfolios 📈

Timeline is the UK’s premier turnkey model portfolio service offering evidence-based investing
exclusively to financial planning firms. We use technology to cut out unnecessary costs, inefficiencies and anxiety for advisers, while improving the long term investment returns for their clients:

Duty-OCF

Show Value for money

Duty-Balance

Rebalancing

Monitoring-&-Reporting---Duty

Monitoring & Reporting

A little more info 📢

  • Will the Session Be Recorded

    All of our online sessions here at Timeline are recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets. 

  • How Will The Session Look?

    This webinar will be more intimate, in the form of a Zoom Meeting rather than a Zoom Webinar. Meaning we can deliver a better personal experience.

Will the Session Be Recorded

All of our online sessions here at Timeline are recorded. This way we can distribute what we've covered to you, the attendee, creating sustainable learning and supporting assets. 

How Will The Session Look?

This webinar will be more intimate, in the form of a Zoom Meeting rather than a Zoom Webinar. Meaning we can deliver a better personal experience.

Register just below: