The duty of care assessment company, Comentis , has released data showing a significant gap between the number of vulnerable customers...

Advise Wise launches Comentis integration for all users

Jonathan Barrett discusses how advisers can get better at up front vulnerability identification

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

I’m a clinical expert, here’s how to talk to clients about financial vulnerability

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

Identification is crucial to support vulnerable clients (page 19)...

A best-practice guide for client vulnerability: practical tips...

Five common mistakes advisers make with client vulnerability...

Working with vulnerable clients – a best-practice guide for advisers...

Navigating the ethical aisle: How financial services can embrace fairness with the shopping cart theory...

Wealth is not an insulator against vulnerability says Comentis’ Barrett...

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

In partnership with Equilaw, we are very proud to announce that we have launched a ground-breaking equity release mental capacity...

As we continue into 2024, we can draw on our insights gained from last year and summarise what we feel might come next from a regulatory...

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...

Consumer Duty has been in place for nearly five months and the feedback we are getting from industry compliance experts is that some...

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...

With Consumer Duty regulations having come into effect on 31st July 2023, many businesses might have seen the preceding few weeks as the...