top of page
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...
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...
IFA Magazine (07.08.24) - What Professional Indemnity (PI) Insurance providers expect when it comes to advisers’ vulnerability procedures
What Professional Indemnity (PI) Insurance providers expect when it comes to advisers’ vulnerability procedures...
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...
IFA Magazine (18.06.24) - A best-practice guide for client vulnerability: practical tips
A best-practice guide for client vulnerability: practical tips...
FT Adviser (05.06.24) - Five common mistakes advisers make with client vulnerability
Five common mistakes advisers make with client vulnerability...
Financial Reporter (16.05.24) - Working with vulnerable clients – a best-practice guide for advisers
Working with vulnerable clients – a best-practice guide for advisers...
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...
How is vulnerable customer identification faring in the Consumer Finance sector?
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...
What's the Outlook for Vulnerability?
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...
bottom of page