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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...
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...
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...
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...
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