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Blog Library


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...


The Vulnerability Review: A reflection on the FCA findings and addressing the elephant in the roomÂ
With the FCA releasing their findings on the outcomes for vulnerable customers, what were some of the key findings.


How to have those difficult conversations with clients who are vulnerable
Beth, our clinical lead, explains how to speak about financial vulnerability in a way that puts clients at ease.  It’s been well over a...


Why you are never more than 2 steps away from being vulnerable
Beth, our Clinical Lead, explains that financial vulnerability is a reality we all face, often closer than we realise. Â Recently, during...


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...


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...


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...
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