Clarity + Direction

Complaint & case management insights, guides and case studies

Explore complaint management, case management software and subject access requests (SARs/DSARs). Find practical guides, regulatory updates and customer case studies written by professionals with over 20 years’ experience in complaint handling.

Whether you're tackling a difficult complaint, reviewing your process or choosing case management software, find advice you can put to work. Learn what to check, what to change and how other teams have approached similar challenges.

Friday, March 27, 2026
Blog author
Ruby Knight

Helping leaders embed vulnerability into regulated complaint handling

A guide for complaint handling leaders on embedding vulnerability frameworks, tracking management information, and proving fair outcomes under the FCA’s Consumer Duty through system-level controls.

Friday, March 13, 2026
Blog author
Carlos Sanchez

Why customer understanding and complaint handling are more connected than firms think

The FCA’s latest consumer understanding paper shows how poor communication, weak processes, and missed support needs can turn into complaints, repeat contact, and avoidable risk.

Tuesday, February 17, 2026
Blog author
Ruby Knight

Complaint handling KPIs for regulated firms: what to track and how to evidence them

Track the complaint handling KPIs FCA-regulated firms must monitor under DISP and Consumer Duty. Practical metrics, examples, and reporting guidance.

Thursday, February 5, 2026
Blog author
Mia Ratcliffe

The difference between managing complaints and resolving them well

Complaint resolution is not just about process. Learn the difference between managing complaints and resolving them well, with FCA-aligned best practice, evidence standards, and real FOS case insight for regulated firms.

Friday, January 23, 2026
Blog author
Sue Simpson

FOS insurance complaint trends: Uphold rates, claims handling and risk

Analyse long-term FOS insurance complaint data to understand uphold rates, claims pressure, and where complaint risk is increasing under Consumer Duty.

Monday, January 5, 2026
Blog author
Harry Mansfield

FOS interest rate changes in 2026: why timing matters in complaint handling

From 1 January 2026, FOS interest on compensation generally tracks the Bank of England base rate plus 1%. What this means for complaint handling delays, compensation cost, and escalation risk.

Wednesday, December 31, 2025
Blog author
Carlos Sanchez

FCA response to the Which? super-complaint: implications for insurers and regulated firms

What the FCA response to the Which? insurance super complaint means for insurers, claims handling controls, and complaint oversight expectations.

Thursday, November 27, 2025
Blog author
Stevie Whitmore

Decoding FCA and FOS guidelines in complaint outcomes

How FCA rules, guidance, and FOS decisions shape complaint outcomes, escalation risk, and defensibility in regulated case handling.

Wednesday, November 12, 2025
Blog author
Mia Ratcliffe

Why FCA rule interpretation matters in complaint handling

Rule interpretation drives inconsistent outcomes. How FCA guidance and FOS decisions affect complaint decisions and escalation exposure.

Monday, November 3, 2025
Blog author
Sue Simpson

Burnout in complaints teams: how to improve outcomes without losing staff

Burnout is rising across complaint teams. Practical ways to reduce pressure, protect timelines, and improve outcomes without losing skilled staff.

Featured Blogs

An Graphic Image of a Person Sitting on The End of a Question Mark.
Friday, August 29, 2025

What is complaint management software?

Learn what complaint management software is, how it helps regulated teams manage complaints, and why structured workflows improve oversight and outcomes.

Blog author
Michael Gorner