Watch on-demand webinar

How to approach Management Information (MI) for Consumer Duty

In July 2023, the FCA’s Consumer Duty will impose extended obligations on firms to ensure good outcomes for customers. To achieve the revised standards required, firms will need to ensure they are measuring and tracking customer outcomes throughout their journey, utilise relevant data to make improvements, and be prepared to report to the regulator on an annual basis. For many firms, this will mean enhancing their MI systems so that they are up to the task. 

Topics of discussion include:

  • Developing actionable MI that meets the regulator’s expectations.
  • The key data considerations firms need to take to measure and monitor the delivery of the Duty outcomes.
  • How to harness technology to assess, test, understand and evidence the outcomes your customers are receiving.
  • How firms will monitor outcomes for different groups of customers, including those in vulnerable circumstances.

This webinar was hosted in conjunction with:

BDO Logo

Watch on-demand webinar here...


Alison Barker 
Consultant | Financial Services regulatory expert, former regulator and INED

Alison is a former regulator with supervision and policy achievements across retail and wholesale markets with a deep understanding of the UK financial regulatory regimes and regulatory approach. She is currently advising as an SME on the new Consumer Duty.


Adrian Harvey
CEO | Elephants Don’t Forget

Adrian spent the first decade of his career working in corporate banking and lending with ABN AMRO, GE Capital & BNP Paribas. He joined the energy sector to bring commercial expertise to the privatisation of British Gas and spent ten years in the sector. He was Managing Director of the largest residential business of British Gas and Managing Director of Eon’s property services and renewable energy business.


Richard Barnwell
Partner | Financial Services Advisory at BDO UK LLP

Richard is a partner within BDO’s Financial Services Advisory practice specialising in advising clients across the financial services sector on regulatory and compliance matters. He has over 20 years’ regulatory and compliance experience which includes skilled person reviews, designing and implementing regulatory compliant governance and risk frameworks, undertaking remediation reviews and applying new regulatory legislation.