Adviser wellbeing: What 'Consumer Duty' will you implement for yourself?

'You are a priority, never forget that.'

clock • 3 min read

Esther Dadswell urges advisers to check in with their own mental wellbeing to make sure they are in the best position to keep on helping clients...

We have correctly heard so much about Consumer Duty and the numerous requirements starting at the end of the month. Treating Customers Fairly seems light in comparison; however, the new update is vital, particularly on how best to look after vulnerable clients and their needs. All central to our business operations, but there are others that are also essential to the advice process, and they are the advisers at the core of our profession. Like many of you reading this, when lockdown occurred, we went home and continued to work, answering calls and emails from concerned clients, helpin...

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