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The FCA requires all firms dealing with retail clients to comply with a new Consumer Duty by 31 July 2023, and to have in place a plan for how the firm will meet that deadline.


Our Consumer Duty Implementation Plan incorporates feedback from the FCA’s thematic review of implementation plans.


Our Consumer Duty Implementation Plan allows you to quickly review the activities you need to undertake to meet the 31 July 2023 deadline.


Included in your digital download are:

  • Breakdown of project activities by workstream
  • Suggested timings for all of your project activities
  • Space to allocate tasks to named individuals
  • Weekly calendar that goes beyond July 2024
  • Guidance on what to consider as you go about your implementation
  • Guidance on how to use our Consumer Duty Implementation Plan

Consumer Duty Implementation Plan

Excluding VAT
  • This document is in Microsoft Excel (*.xlsx)

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