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

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

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

We’re six months in from the FCA’s Consumer Duty regulations coming into force, and whilst we are starting to see some great traction in...

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...

Despite what some might think, the incoming Consumer Duty regulations won’t only apply to financial advisers. With the recent issuing of...

Ever since we launched our first vulnerability assessments, our clinical and product teams have been busy looking at ways can enhance to...

As part of our ongoing commitment to ensuring that our customers are able to deploy our assessments seamlessly into their existing...

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

Towards the end of last year, the FCA’s latest Financial Lives survey found that the number of adults with low financial resilience had...

For those of you that are aware of the knowledge quadrant, you will be familiar with the phrase ‘You don’t know, what you don’t know’. If...

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...

This is a question we come across a lot in both the acute and community setting. So, first things first, what do we mean by an unwise...

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

When I am asked about the impact of the rising cost of living upon financial vulnerability it is tempting to simply say that everyone...