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Customer Outcome Monitoring Policy Template
Good Customer Outcomes Aren't Optional. But Can You Prove You're Delivering Them?
The FCA doesn't just want monitoring in place — it wants evidence it's working.
This ready-to-use Customer Outcome Monitoring Manual gives FCA-regulated firms a complete framework for systematically tracking, testing, and evidencing good customer outcomes under the Consumer Duty — covering all four outcome areas, vulnerable customer monitoring, harm detection, and FS25/2 risk-based simplifications — all mapped to PRIN 2A.9 and FG22/5 Chapter 11.
Customise with your firm name. Start using it immediately.
What's included: Four outcome monitoring frameworks · Governance & SM&CR accountability · Data collection & MI systems · Vulnerable customer & harm detection · Testing & evaluation methodologies · Remediation & continuous improvement · FS25/2 risk-based approach · Board-level reporting templates · Ready-to-use assessment forms & checklists · Full regulatory reference library
Built for: Compliance managers, Consumer Duty leads, risk teams, and compliance consultants across all FCA-regulated firms serving retail customers.
Good Customer Outcomes Aren't Optional. But Can You Prove You're Delivering Them?
The FCA doesn't just want monitoring in place — it wants evidence it's working.
This ready-to-use Customer Outcome Monitoring Manual gives FCA-regulated firms a complete framework for systematically tracking, testing, and evidencing good customer outcomes under the Consumer Duty — covering all four outcome areas, vulnerable customer monitoring, harm detection, and FS25/2 risk-based simplifications — all mapped to PRIN 2A.9 and FG22/5 Chapter 11.
Customise with your firm name. Start using it immediately.
What's included: Four outcome monitoring frameworks · Governance & SM&CR accountability · Data collection & MI systems · Vulnerable customer & harm detection · Testing & evaluation methodologies · Remediation & continuous improvement · FS25/2 risk-based approach · Board-level reporting templates · Ready-to-use assessment forms & checklists · Full regulatory reference library
Built for: Compliance managers, Consumer Duty leads, risk teams, and compliance consultants across all FCA-regulated firms serving retail customers.

