Blog archive
Every article, in one place
23 articles on Consumer Duty, vulnerability, call QA and AI in compliance.
2026
- Is AI calling legal in the UK? PECR, TPS and FCA rules for AI voice agentsAI Calling
- Speed to lead for advice firms: what the research actually saysAI Calling
- AI voice agents and the Consumer Duty: a practical guide for advice firmsAI Calling
- AI calls for equity release enquiries: what an AI caller should and shouldn't sayAI Calling
- Consumer Duty outcomes monitoring: what the FCA expects, and where call evidence fitsConsumer Duty
- The consumer understanding outcome: how to check, test and evidence it on advice callsConsumer Duty
- The consumer support outcome: what PRIN 2A.6 means on advice calls, and how to evidence itConsumer Duty
- FCA call recording requirements: who must record, and how long to keep recordingsCompliance
- Call QA scorecard template for regulated advice calls: what to score, critical fails and calibrationCompliance
- SM&CR reasonable steps: how senior managers evidence oversight of advice callsRisk Management
- Complaints root cause analysis: what the FCA expects, and how call recordings help you find the causeRisk Management
- Call QA sampling: how many calls should you review — and is a sample still defensible?Compliance
- Consumer Duty board reports: what to include from your client callsConsumer Duty
- Equity release advice calls: a compliance checklist for every fact findEquity Release
- Asking questions of your call recordings: how cited AI answers workAI Technology
- Writing compliance rules an AI can check: verbatim, non-verbatim and beyondCompliance
- Buying AI call monitoring software: 15 questions to ask before you signRegTech
2025
- AI in financial services compliance: what works today, and what to check firstAI Technology
- The FCA Consumer Duty: a practical guide for advice firmsConsumer Duty
- AI call monitoring in financial services: how it works and how to roll it outAI Technology
- Compliance MI your board will read: building a call QA dashboard for the Consumer DutyRegTech
- Consumer Duty for equity release: evidencing good outcomes without drowning in manual QAEquity Release
- Identifying vulnerable customers on calls: FG21/1's four drivers, with examplesConsumer Duty
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