Today we're delighted to be joined by Keith Richards to talk about Consumer Duty.
Keith Richards is the founding director and CEO of theConsumer Duty Alliance (CDA), an independent, not-for-profit professional body created by and for the sector promoting consumer-focused good practice, and championing the value of professional advice.
A recognised leader in financial services, Keith has over 40years’ executive experience. He previously served as CEO of the Personal Finance Society for eight years, Chief Membership Officer at the Chartered Insurance Institute, and held senior roles at Tenet Group and Royal London Group. He is also founding Chair of the Financial Vulnerability Taskforce.
For more info on the Consumer Duty Alliance and to join up for free membership visit their website: Welcome to the Consumer Duty Alliance
Financial planning
Special needs families
Disability financial planning
Special needs trusts
Financial security
Future planning
Estate planning
Wealth management
Vulnerable persons trust
Disabled persons trust
Discretionary trust
Will
Wills
Wills and trusts
Special needs parenting
Caregiver support
Family budgeting
Long-term care planning
Sibling planning
Guardianship
Life care planning
Caregiver financial stress
Court of protection
deputyship
Tax strategies for special needs
Government benefits
Financial aid for disabilities
Insurance for special needs families
Disability rights and finance
Inclusive financial education
Transition planning (school to adult life)
Advocacy and financial literacy
Navigating financial systems
Empowering special needs families
Enabling
SENDA
Special needs and disabilities
Disabled person
Disabled Children
Special Educational Needs
SEND
SEN
Education Health & Care Plan
EHCP
Financial planning
Personal finance
Wealth management
Financial literacy
Money management
Budgeting tips
Retirement planning
Investment strategies
Long-term financial goals
Financial independence
Budgeting basics
Saving strategies
Investing 101
Tax planning
Debt management
Credit scores
Emergency funds
Financial goals
Passive income
Estate planning
Life insurance
Critical Illness Insurance
Shareholder insurance
Key Person Insurance
Private Medical insurance
Millennials and money
Financial planning for families
Gen Z investing
Couples and money
Money tips for parents
Small business finances
How to build wealth
Financial freedom
Smart money moves
From debt to wealth
Money mindset
Master your money
Stop living paycheck to paycheck
Autism
Complex Autism
Special Needs Parent
Special Needs parenting
Autism Mum
Autism Dad
Specialist Schools
Financial Adviser
Financial Planner
IFA
Chartered Financial Planner
