Doing our duty

How we’re preparing to meet our DFM and platform Consumer Duty obligations and give you and your firm all the support you need

At Trust DFM, we’ve been working hard to prepare for the introduction of Consumer Duty, and helping you understand what it means to you and your clients. 

As we move forwards, we’ll keep updating our Consumer Duty hub with useful insights and resources. If you have any questions, please contact us.

Firms in our sector will probably already have the processes, procedures, and governance in place to make sure we do the right thing by our clients, but Consumer Duty regulations mean we all need to evidence the outcomes, rather than just the successes of these good practices.

Right now, our implementation plan phase is well underway – making sure you have everything you need to adapt to the Consumer Duty regulations.

What are the 4 outcomes?


Consumer understanding

Making sure firms provide clear information so customers can confidently make informed decisions about financial products and services.

Price and value

Making sure customers pay a fair price for a product or service in relation to the overall value and benefit they receive from it.


Consumer support

Making sure customers are provided with enough information and support to meet their needs throughout their relationship with a firm.

Products and services

Making sure products are designed to meet the target customers’ needs, characteristics and objectives.