Executive Summary Dashboard
High-level dashboard showing Consumer Duty performance across all four outcomes with RAG status.
Template pack
Consumer Duty MI Pack
Board-ready MI template for Consumer Duty outcomes and fair value evidence.
Overview
A structured MI pack designed to evidence Consumer Duty compliance through outcome-focused metrics. This template provides a comprehensive framework for tracking, analysing, and reporting on customer outcomes across products and services, with board-ready summary views that demonstrate your firm's commitment to delivering good outcomes.
Why this pack
Key benefits.
- Demonstrate Consumer Duty compliance to the FCA with structured evidence
- Identify outcome gaps before they become regulatory issues
- Provide clear governance reporting to board and committees
- Track fair value across product portfolios systematically
- Enable proactive remediation through trend analysis
- Support annual Consumer Duty review requirements
What’s included
12 templates in the pack.
Products & Services Outcome Tracker
Detailed tracker for monitoring whether products and services meet customer needs and are fit for purpose.
Price & Value Assessment Matrix
Framework for assessing whether products and services represent fair value for customers.
Consumer Understanding Metrics
Template for tracking how well customers understand products, including communications testing outcomes.
Consumer Support Performance Tracker
Metrics template for monitoring customer support quality and accessibility.
Quarterly Trend Analysis Template
Template for analysing Consumer Duty metrics over time to identify emerging issues.
Board Report Structure
Structured template for presenting Consumer Duty outcomes to the board.
Committee MI Pack
Detailed MI pack for risk, audit, and product governance committees.
Fair Value Assessment Framework
Documented framework for conducting and evidencing fair value assessments.
Vulnerable Customer Outcome Analysis
Framework for analysing outcomes specifically for vulnerable customer segments.
Consumer Duty Evidence Checklist
Comprehensive checklist of evidence required to demonstrate Consumer Duty compliance.
Annual Review Preparation Guide
Checklist and guide for preparing the annual Consumer Duty compliance review.
Implementation
A clear rollout sequence.
01
Framework Design
- Define metrics for each Consumer Duty outcome
- Identify data sources and collection methods
- Set RAG thresholds aligned to risk appetite
02
Data Integration
- Connect to source systems for automated data feeds
- Establish data quality controls
- Build calculation logic for derived metrics
03
Reporting Setup
- Configure dashboard visualisations
- Set up committee and board report templates
- Establish reporting calendar
04
Governance Integration
- Train committees on MI interpretation
- Embed MI into decision-making processes
- Set up escalation and action tracking
Who it’s for
Built for these teams.
Compliance Teams
Building and maintaining Consumer Duty MI framework and coordinating evidence capture.
4 workflow stepsProduct Governance Functions
Ensuring products deliver fair value and meet target market needs throughout lifecycle.
4 workflow stepsBoard Members
Discharging Consumer Duty oversight responsibilities with clear, actionable information.
4 workflow stepsRisk & Conduct Teams
Integrating Consumer Duty outcomes into conduct risk framework and monitoring.
4 workflow stepsMI Analysts
Collecting, validating, and presenting Consumer Duty data from multiple sources.
4 workflow stepsReady to put this pack to work?
See how Nasara Connect helps you deploy and evidence these templates with structured workflows.