With the FCA releasing their findings on the outcomes for vulnerable customers, what were some of the key findings.

Beth, our clinical lead, explains how to speak about financial vulnerability in a way that puts clients at ease.   It’s been well over a...

Beth, our Clinical Lead, explains that financial vulnerability is a reality we all face, often closer than we realise.   Recently, during...

In March 2024, the FCA announced that it will be conducting a new review into firms’ understanding and response to the needs of...

We have covered at length the different types of vulnerabilities and the challenges in identifying them, but one question we frequently...

With nearly a year having passed since Consumer Duty came into effect, we regularly hear how pleased firms are with the interventions...

So, you’ve identified a circumstance that you think might be making your client vulnerable. What do you do now? Here are 5 top tips for...

With six months under our belts since the implementation of the FCA’s Consumer Duty, many firms have implemented processes that will...

For many of us, retirement is seen as a longed-for period of leisure at the end of years of working and raising a family, however later...

As people age, different types of vulnerability or vulnerable circumstances may present themselves, and as our ageing population...

With Consumer Duty regulations now in place, never has financial vulnerability been a hotter topic. Advisers will need to demonstrate...

The issue of #vulnerablecustomers has been increasingly on the radar of firms that fall under the watchful eye of the Financial Conduct...