News & Blogs | Comentis | Page 13 of 16

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

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...

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...

We Don’t Know What We Don’t Know

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...

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...

How do I know if it’s an unwise mental capacity decision?

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...