How does Consumer Duty affect financial adviser marketing?

Quick answer

How does Consumer Duty affect financial adviser marketing?

Consumer Duty requires all marketing to be fair, clear, not misleading, aligned to target market and delivering good outcomes - meaning claims, risk balance and pricing transparency are scrutinised.

Four outcomes applied

1. Products and services: promote only to defined target market 2. Price and value: show fair value, avoid hidden cost framing 3. Consumer understanding: plain English, balanced risk 4. Consumer support: accessible next steps and complaint routes

Practical changes

- Update target market statements in ad sign-off - Replace "guaranteed" / "secure" language - Log outcome reviews quarterly

Reviewed by Platinum Prospects Editorial. Last updated April 2026.