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Tools & worked examples

The tools and worked examples behind the frameworks

The frameworks are the method. This is the substance behind them — the templates your teams work to, and the same tools worked end-to-end on a real firm. What's shown here are specimens; the full set comes with an engagement.

Diagnostic & governance

The entry point and the board-facing spine that the four frameworks feed.

Consumer Duty Evidence Framework

Proving good outcomes with board- and FCA-ready evidence.

Vulnerable Customer Operating Model

Identifying vulnerability and proving parity of outcomes.

Customer Understanding Testing at Scale

Testing whether customers actually understood, at scale.

Third-Party Assurance Model

Holding partners to the outcomes standard across the chain.

Engage

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The working templates and full worked examples come with an engagement. Tell us where you are and we'll arrange access and a conversation.

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