Fair Value Assessments 2024

We thank our partners for their ongoing support and we look forward to working with you to provide the best service for our customers.

In addition to ongoing email communications throughout the process, we have:

• Published a short paper explaining our role as the Manufacturer and how this ties in with yours, as a Distributor. Please click here
• Shared some key questions on a firms’ governance arrangements for Consumer Duty - a handy checklist of key considerations. Please click here

Below is a timeline for our 2024 assessment: 

 Download your copy of the 2024 Fair Value Assessment & Consumer Duty Key Milestones.

We have completed our Fair Value Assessments for 2024 across all our product categories. The assessment for each product category can be found below:

• Insurance Premium Finance
• Education
• Leisure
• Professions
• Tax