The Consumer Duty is a new set of rules and guidance issued by our regulator, the Financial Conduct Authority (FCA), which requires all financial services firms to ensure they deliver good outcomes for customers.

The main purpose of the Consumer Duty is to set clearer and higher expectations on the standards of care customers receive. As a specialist investment manager with over 30 years’ experience in responsible & sustainable investment our objective is to deliver ‘Performance with Principles’ for our customers. Consumer Duty is therefore aligned with our culture and strategy. As a firm we already measure ourselves against a set of customer conduct metrics, Consumer Duty however requires us to reflect and assess where we can make improvements to consistently deliver good outcomes to our customers.

We have a structured programme in place to ensure all relevant staff have been trained in Consumer Duty. In particular, we have looked at the additional support we can provide to vulnerable customers. Our vulnerable customer policy which provides information on the support available, and how customers can notify us of their requirements, can be found here.

Putting customers’ needs at the forefront of everything we do is central to EdenTree’s approach. For more information on how we are improving our service and delivering greater protection for customers when choosing and accessing our products, please see our Consumer Duty Statement which can be found here. You may also find the answers to the most frequently asked questions helpful.