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Home Retirement

Nucleus teams up with Verve Group on Consumer Duty hub

May 31, 2023
in Retirement
0
Education will restore consumer trust in financial services



Nucleus has partnered with The Verve Group to host a series of eight webinars about the Consumer Duty.

The platform provider said the webinars have been tailored to help the advice profession understand what it needs to do to be compliant with the new rules.

The areas covered include Consumer Duty plan, fair value assessment and platform due diligence among others.

Nucleus has created an online hub to help prepare and support planners and advisers ahead of the launch of Consumer Duty next month.

The Consumer Duty hub provides a wealth of topical and relevant information to help them understand how it impacts their firm, and how to identify the areas needing attention.

The hub includes target market statements for the James Hay and Nucleus Wrap platforms as well as fair value assessments for the products available via these platforms.

There are also guides, recaps of rules and checklists to help advisers and planners meet their Consumer Duty requirements.

Nucleus distribution director Paul Bagley said:“We hope the hub together with the webinars provide a helpful one stop shop for all things Consumer Duty related”.

The Verve Group head of adviser support Christian Markwick, who will be leading the webinars, said: “There are eight webinars lasting an hour each and all are CPD accredited.

“They have been designed specifically to be helpful for advisers and planners and include all the information they need to know to adapt their business to be ready and compliant and more importantly, to show how they can evidence that they’re on top of all things related to Consumer Duty”.

The webinars are available at Consumer Duty hub | Nucleus Financial and cover a range of subjects to support advisers with everything they need to be Consumer Duty ready.

Four of the webinars have already taken place, however they are available on demand for those who register.



Editorial Team

Editorial Team

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