Owen James has joined the Consumer Duty Alliance (CDA) as an Affiliate Member, supporting the Alliance’s work to promote good practice and better consumer outcomes across the personal finance sector.

Owen James works with senior leaders across financial advice and wealth management, bringing firms together to discuss the commercial, regulatory and operational issues affecting the sector.

The affiliation will give Owen James another route to contribute to industry discussion around Consumer Duty, while supporting greater sharing of good practice across the profession.

James Goad, Managing Director at Owen James, said:

“Consumer Duty continues to shape some of the most important conversations taking place across advice and wealth management. Joining the Consumer Duty Alliance gives us an opportunity to support those conversations more closely and to help share what firms are learning in practice.”

The Consumer Duty Alliance will also join Owen James at Festival of Finance in Birmingham on 29 September.

Building on the discussions taking place at Festival of Finance, the Consumer Duty Alliance's national conference, Empowering the Evolution of Personal Finance, will provide a further opportunity for the industry to explore the practical realities of delivering good consumer outcomes.

‘Empowering the Evolution of Personal Finance’ national conference at the National Motorcycle Museum in Birmingham - 22nd October

Created specifically for financial advisers, advice firm leaders and senior professionals, this Consumer Duty Alliance event with the FCA is focused on the practical realities of delivering good client outcomes under Consumer Duty in today's regulatory environment.

Gain direct access to senior FCA representatives and hear first-hand about the regulator's priorities, perspectives and expectations for advice firms. Complemented by high-profile keynote speakers and practitioner-led sessions, the agenda is designed around real-world experience, proven approaches and practical takeaways that delegates can implement within their own businesses.

Highlights include an exclusive insight into emerging AI best practice from the FCA's Manager for AI Policy, together with the opportunity to be selected for a Chatham House Rule session with the regulator, enabling firms to contribute directly to the discussion and provide feedback on an important area of focus.

The day offers over four hours of high-quality CPD, including:

· FCA Keynote: The Regulatory Landscape: Navigating the year ahead with confidence

· The FCA View on Emerging AI Good Practice and where firms could do better, with Q&A session

· What Does Simplifying Price and Value Really Mean – the FCA perspective, with Q&A session

· Inside the FCA's Supervisory Toolkit: How Data Shapes Regulatory Decisions

· Practitioner session - Small Firm, Big Tech: what's changed, what's worked and what's next

· Case study – Delivering good client outcomes when decision-making becomes a concern

· Keynote: Data, AI and Consumer Duty: Opportunity, Risk and Readiness -Vanguard UK

With each session designed with implementation in mind, speakers will share what’s working in practice, where firms continue to face challenges, and how advisers can learn from the experiences of their peers.

Whether you're an adviser, compliance professional or business leader looking for practical ideas, regulatory insight and proportionate examples of best practice, this is a day well worth attending. Book your place here.