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News & Articles
Latest News
Motor Finance Online (18/09/24) - Automotive firms failing to identify vulnerable customers: Comentis
The duty of care assessment company, Comentis , has released data showing a significant gap between the number of vulnerable customers...
Money Marketing (19/11/24) - Advise Wise streamlines support for vulnerable clients
Advise Wise launches Comentis integration for all users
Professional Adviser (26/11/24) - Identification remains the weakest link in vulnerability assessments
Jonathan Barrett discusses how advisers can get better at up front vulnerability identification
Latest Articles
A Best Practice Guide: our five top tips when working with vulnerable clients
In March 2024, the FCA announced that it will be conducting a new review into firms’ understanding and response to the needs of...
Why identification is so crucial in supporting vulnerable clients
With nearly a year having passed since Consumer Duty came into effect, we regularly hear how pleased firms are with the interventions...
What’s the difference between a vulnerability and a vulnerable circumstance?
With six months under our belts since the implementation of the FCA’s Consumer Duty, many firms have implemented processes that will...
New assessment for consumer finance brokers launched
Despite what some might think, the incoming Consumer Duty regulations won’t only apply to financial advisers. With the recent issuing of...
V2.0 – the evolution of our Financial Vulnerability Assessment
Ever since we launched our first vulnerability assessments, our clinical and product teams have been busy looking at ways can enhance to...
Three Ways to Deploy our Assessments
As part of our ongoing commitment to ensuring that our customers are able to deploy our assessments seamlessly into their existing...
Top 5 Vulnerability Myth Busters
The issue of #vulnerablecustomers has been increasingly on the radar of firms that fall under the watchful eye of the Financial Conduct...
Vulnerability - what progress has been made and what can we expect in 2023?
Towards the end of last year, the FCA’s latest Financial Lives survey found that the number of adults with low financial resilience had...
Why mortgage advisers need to take client vulnerability seriously
Unpicking the 10 new rules focused on vulnerability in The Consumer Duty When the FCA sent its ‘Dear CEO’ letter on 16 June 2022 to over...
Supporting SimplyBiz's Vulnerability Week
Monday marked the start of SimplyBiz's vulnerability week, focussing on providing practical support and guidance to advisers. The week...
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