Most firms have Consumer Duty policies. Few have proof.
The FCA’s Consumer Duty (FG22/5) demands clear, ongoing evidence that customers are receiving good outcomes.
But collecting, tracking and demonstrating that evidence across policies, MI and Board reports can be overwhelming.
That’s where the Consumer Duty Heatmap & Evidence Tracker Toolkit comes in.
Built by the Compliance Doctor, part of Compliance Consultant — trusted FCA specialists — it gives you everything you need to assess, monitor and demonstrate Consumer Duty compliance with confidence.
🧩 What’s Inside the Consumer Duty Toolkit?
1️⃣ Excel Dashboard – The Heatmap & MI Tracker
✔ Four outcome dashboards with built-in RAG ratings
✔ MI Tracker, Evidence Log, Vulnerable Customer register
✔ Pre-formatted Action Plan & Settings tabs
2️⃣ Word Templates – Your Evidence Structure
✔ Quick-Start Guide – step-by-step setup and usage
✔ Evidence Pack Index – catalogues your supporting documents
3️⃣ PowerPoint – Board Reporting Template
✔ 10-slide deck to present outcome progress and actions
✔ Pre-formatted speaker notes for SMF16/17 delivery
4️⃣ PDF References – FCA Guidance Made Simple
✔ FAQ & Guidance Sheet – the four outcomes explained
✔ Version Control Log – audit-ready tracking
⚙️ Consumer Duty Toolkit How It Works
1️⃣ Download the toolkit files
2️⃣ Add your firm’s MI, policies, and evidence links
3️⃣ Review the auto-generated dashboards
4️⃣ Use the Board Reporting Template to update your SMF and Board
5️⃣ Keep version-controlled updates every quarter
💡 In under one day, you’ll have a fully functioning Consumer Duty evidence system.
📊 Why It Matters
| FCA Expectation | Your Toolkit Delivers |
| Evidence of customer outcomes | Pre-built MI & RAG dashboard |
| Board oversight | Board reporting pack |
| Governance alignment | Version control & review cycle |
| Audit readiness | Evidence Index & log templates |
| Fair value testing | Integrated outcome scoring |
💬 Client Feedback (Beta Group)
“We spent months trying to structure our Duty evidence — this toolkit did it in a day.”
— Head of Compliance, API Firm
“Exactly what we needed for quarterly Board packs — clear, consistent, and FCA-ready.”
— SMF16, Mortgage Lender
💷 Pricing
| Tier | Includes | Ideal For | Price (excl. VAT) |
| Standard Toolkit | All templates (Excel, Word, PPT, PDFs) | Compliance Officers | £395 |
| Premium Toolkit + 2hr Walkthrough | + Live video session to tailor your setup | SMF16 / Risk Managers | £695 |
| Enterprise Package | + Customisation + Governance Gap Review | Boards & Large Firms | £1,695 |
💳 Instant download – includes all future version updates.
PLUS! Upgrade Bonuses available until 1/1/26!
🧠 About the Creator
UK Compliance Consultant Limited
We help regulated firms achieve, evidence and maintain FCA compliance.
For over 25 years, we’ve supported firms across banking, payments, investments and consumer credit to make compliance work.
🔸 Visit: www.complianceconsultant.org
🔸 Call: 0800 689 0190
🔸 Email: info@complianceconsultant.org
🚀 Ready to Demonstrate Consumer Duty Compliance with Confidence?
✅ Download the full toolkit overview
✅ See how it simplifies Board reporting
✅ Start evidencing Consumer Duty today
Download Your Brochure HERE!
If your business is more complex or you need broader assistance, please book your Discovery Call at 👉 https://bit.ly/CCDiscovr
