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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...
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...
Motor Finance Online (20.03.24) - Comentis CEO warns of potential mis-selling scandal
Comentis CEO warns of potential mis-selling scandal...
IFA Magazine (20.03.24) - Wealth is not an insulator against vulnerability says Comentis’ Barrett
Wealth is not an insulator against vulnerability says Comentis’ Barrett...
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