MEMA / Practical resources

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Useful Excel templates, built for how regulated firms actually operate. Explore a sector-specific worked example before downloading your own copy.

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Governance · Excel, Word and PDF guide

Consumer Duty annual board report and evidence pack

Give the board clear outcome evidence in one pack: an MI workbook with your own thresholds and a rating for each outcome, a Word board report to complete, challenge questions, an action log and a worked example for payments, consumer credit, investment and wealth, and insurance and mortgage firms.

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  1. 01Choose your sector
  2. 02See the worked example
  3. 03Download both workbooks