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How to successfully approach Training & Competency (T&C) under Consumer Duty

In this free 60-minute webinar, Adrian Harvey, CEO at Elephants Don’t Forget, and Lynne Hargreaves, Training & Competency Expert at ClearStep Consulting, discuss the critical considerations, changes and revisions you need to make to your T&C schemes to ensure your firm – and your people – are Consumer Duty ready by 31 July 2023.

Key discussion points include:

  • What does good T&C look like under Consumer Duty?
  • How to review and improve your approach to T&C to meet Consumer Duty requirements and standards.
  • How your firm can achieve T&C compliance and deliver best-in-class customer experiences.
  • Three critical employee data points you must have to demonstrate full compliance with Consumer Duty.

This webinar was hosted in conjunction with:

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Watch on-demand webinar here


Lynne Hargreaves 
Director | ClearStep Consulting

Lynne has extensive experience of Financial Services working in Sales, L&D, Training and Competence (T&C) and Operational Leadership in the Retail sector before moving into the world of regulatory consulting. During her corporate career, Lynne was responsible for successfully delivering a range of key regulatory initiatives including a strategic Group T&C Programme, SM&CR, the Mortgage Market Review and the EU Insurance Distribution and Mortgage Credit Directives. A highly effective coach and leader with a proven record in operational HR and L&D, Lynne recognises the need to ensure solutions are easy to understand and effective; and that they deliver high quality commercial outcomes.


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.