Thank you for joining the Consumer Duty Alliance

Please use the links below to access the following items:

• Consumer Guides for the Consumer Duty Alliance and FVT Charter for you to share with your clients and customers.
• Guides on using the Alliance Member and FVT Charter badges - each contains a link to the master artwork so you can display the badges on your digital and printed communications.

If you have any queries or feedback please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Consumer guide to the CDA (640kb)

Financial Vulnerability Taskforce consumer guide (260kb)

Guide to using CDA badges (1.4mb)

Guide to using FVT badge (15mb)

Thank you for supporting the Financial Vulnerability Taskforce Charter

Please use the links below to access the following items:

• Consumer Guide for the FVT Charter for you to share with clients and customers.
• Guide on using the FVT Charter badge - this contains a link to the master artwork so you can display the badge on your digital and printed communications.

If you have any queries or feedback please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..

Financial Vulnerability Taskforce Charter Consumer Guide

Guide to using FVT badge (15mb)

Third Party Links

Listed below are other organisations who can provide Consumer Duty or general business support. Click the + to see the list of organisations in each category.

If you'd like your organisation to be featured, please email us.

Financial Planning Forum

The CDA Board will establish a forum consisting of invited practitioners for the creation of good practice guides and methodologies supporting the wider development of financial planning as a practice and aligned to a firm's Consumer Duty objectives.

The Forum will be chaired by Nick Cann BEM. Nick was previously Chief Executive of the Institute Financial Planning for 18 years and is a recognised leader in the sector financial planning. Having survived a stroke and Aphasia 10 years ago, he's now a Stroke Association volunteer.