Stop struggling with value assessments—our comprehensive framework provides everything you need to document, evidence, and govern fair value across your product range.

The Challenge

The Price and Value outcome is proving to be the most challenging aspect of Consumer Duty compliance. The FCA expects firms to move beyond assertion to genuine evidence of fair value, with documented methodology, quantitative benchmarks, and robust board-level governance.

Our Four-Pillar Framework

• Pillar 1: Cost Analysis – Comprehensive assessment of all monetary and non-monetary costs
• Pillar 2: Benefit Evaluation – Systematic evaluation of benefit accessibility and realisation
• Pillar 3: Comparator Benchmarking – Market positioning analysis against comparable products
• Pillar 4: Distribution Chain – Value-add assessment at each distribution stage

What's Included

Premium Package (11 Documents):

1. Fair Value Assessment Methodology Document
2. Product-level Value Assessment Workbook (Excel)
3. Cost-Benefit Analysis Template (Excel)
4. Comparator Product Analysis Framework (Excel)
5. Target Market Value Considerations Guide
6. Distribution Chain Value Assessment (Excel)
7. Non-monetary Benefit Evaluation Template (Excel)
8. Value Assessment Decision Record (Excel)
9. Annual Value Review Protocol
10. Poor Value Remediation Plan Template (Excel)
11. Board Value Assessment Summary Template

Key Features

• ✓ Structured four-pillar value assessment approach
• ✓ Quantitative and qualitative assessment criteria
• ✓ Benchmarking methodology guidance
• ✓ Distribution margin assessment tools
• ✓ Remediation trigger framework
• ✓ Board-ready reporting templates
• ✓ Annual review protocols

Regulatory Alignment

Fully aligned with FCA expectations under PRIN 2A.4, PS22/9 (Consumer Duty Policy Statement), and FG22/5 (Final Guidance). Designed to meet product governance requirements under PROD sourcebook.

Who Is This For?

• Product Managers at regulated firms
• Pricing Teams requiring value evidence
• Compliance Officers overseeing Consumer Duty
• Risk Managers assessing value outcomes
• Board members requiring value oversight

Stop guessing. Start evidencing.

Get the complete fair value framework today.

Compliance Consultant | Making Compliance Work

Includes VAT at 20%. If you are a business and need a VAT Receipt, please ask.