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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...
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
Mortgage Solutions (18.09.24) - I’m a clinical expert, here’s how to talk to clients about financial vulnerability
I’m a clinical expert, here’s how to talk to clients about financial vulnerability
Professional Adviser (11.09.24) - PII focus: What providers want to see from IFA policyholders
PII focus: What providers want to see from IFA policyholders
The Intermediary (28.08.24) - Here’s how to talk to your clients about financial vulnerability
Here’s how to talk to your clients about financial vulnerability
Money Marketing (23.08.24) - The problem with ‘observable signs’ of vulnerability
The problem with ‘observable signs’ of vulnerability
IFA Magazine (21.08.24) - Here’s how to talk to your clients about financial vulnerability, advice from a clinical expert
Here’s how to talk to your clients about financial vulnerability, advice from a clinical expert...
Financial Reporter (13.08.24) - Why addressing vulnerability is crucial for advisers
Why addressing vulnerability is crucial for advisers
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...
Aftermarket (15.07.24) - Going the extra mile in standards of care
Going the extra mile in standards of care...
FT Adviser (09.07.24) - Why identification is so crucial in supporting vulnerable clients
Identification can be the hardest part when working with vulnerable clients
Financial Reporter (01.07.24) - Why identification is so crucial in supporting vulnerable clients
Why identification is so crucial in supporting vulnerable clients...
The Intermediary (26.06.24) - Identification is crucial to support vulnerable clients
Identification is crucial to support vulnerable clients (page 19)...
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...
IFA Magazine (10.05.24) - Navigating the ethical aisle: How financial services can embrace fairness with the shopping cart theory
Navigating the ethical aisle: How financial services can embrace fairness with the shopping cart theory...
Money Marketing (16.05.24) - Supporting Clients through Cognitive Decline
Supporting Clients through Cognitive Decline (pages 30-31)...
IFA Magazine (04.04.24) - Comentis among latest firms to sign Comprehensive Conversations Manifesto – Air
Comentis among latest firms to sign Comprehensive Conversations Manifesto – Air...
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