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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 (18.03.24) - FCA launches review of firms' treatment of vulnerable customers
FCA launches review of firms' treatment of vulnerable customers...
Futures Parity (06.03.24) - How is vulnerable customer identification faring in the consumer finance sector?
How is vulnerable customer identification faring in the consumer finance sector?
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...
Partnership with Radiant Financial Planning
We're very pleased to announce that Radiant Financial Planning are rolling out our Financial Vulnerability Assessment across its...
Financial Reporter (23.02.24) - New mental capacity assessment launches for equity release sector
New mental capacity assessment launches for equity release sector
Launch of Equity Release Mental Capacity Assessment
In partnership with Equilaw, we are very proud to announce that we have launched a ground-breaking equity release mental capacity...
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