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News & Articles
Latest News


Professional Adviser - Duty of care: Moving the needle from compliance to strategy
The strategic importance of vulnerability policy


Money Marketing (28/01/2025) - Barerock enhances vulnerability support for advice firms
BareRock adds Comentis to Risk Mitigation panel


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...
Latest Articles


Why sharing vulnerability data matters across financial services
Discover why sharing vulnerability data helps financial services firms deliver consistent support and better outcomes.


The challenge of recording and reporting on financial vulnerabilities
We have covered at length the different types of vulnerabilities and the challenges in identifying them, but one question we frequently...


5 top things to do once you have identified a vulnerable customer
So, you’ve identified a circumstance that you think might be making your client vulnerable. What do you do now? Here are 5 top tips for...


Professional Adviser - Duty of care: Moving the needle from compliance to strategy
The strategic importance of vulnerability policy


Why sharing vulnerability data matters across financial services
Discover why sharing vulnerability data helps financial services firms deliver consistent support and better outcomes.


The Regulatory Importance of Client feedback
Why client surveys important for Consumer Duty.


How Technology Can Help Identify Financial Vulnerability in Retirement
How and why should technology be used for vulnerability identification


Myth-Busting: "I Can Assume How a Client Will React to a Life Event"
Life events can impact people in many different ways - this blog explores how you can ensure you provide the right support.


Five questions about vulnerability that financial advisers must ask themselves
With the FCA's review on vulnerable clients soon drawing to a close, and with the regulator maintaining that financial vulnerability will...
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