Welcome to Suitable Strategies
Suitable Strategies is a financial behaviour specialist, combining hands-on industry experience with the latest academic insight to create tools and services for a new and dynamic regulatory environment.
Our flagship digital tool, Be-IQ™, helps providers and advisers make careful and accurate assessments about consumers’ financial capability, ensuring that products are suitable to individual circumstances.
Understanding financial capability reduces suitability risks for the industry, reducing the risk of provider mis-selling and of consumer mis-buying. Be-IQ™ provides a clear and effective way to assess suitability and financial capability, reducing brand risk.
Working with world-class academics and experts in the field of human decision making, Be-IQ™ measures levels of understanding and attitudes – including risk skill and financial awareness – using techniques rooted in behavioural science and measured against an annual UK-wide assessment of financial capability.
With Be-IQ™, anyone can know where to trust their own judgement and where they may need help. Harnessing this information is critical for firms looking to negotiate a regulatory landscape where the onus is on the industry to demonstrate that they are doing all they can to ensure the best possible outcomes for consumers.