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New assessment for consumer finance brokers launched
Despite what some might think, the incoming Consumer Duty regulations won’t only apply to financial advisers. With the recent issuing of...
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- May 23
V2.0 – the evolution of our Financial Vulnerability Assessment
Ever since we launched our first vulnerability assessments, our clinical and product teams have been busy looking at ways can enhance to...
- Mar 30
Three Ways to Deploy our Assessments
As part of our ongoing commitment to ensuring that our customers are able to deploy our assessments seamlessly into their existing...
- Mar 23
Top 5 Vulnerability Myth Busters
The issue of #vulnerablecustomers has been increasingly on the radar of firms that fall under the watchful eye of the Financial Conduct...
- Jan 31
Vulnerability - what progress has been made and what can we expect in 2023?
Towards the end of last year, the FCA’s latest Financial Lives survey found that the number of adults with low financial resilience had...
- Nov 16, 2022
Why mortgage advisers need to take client vulnerability seriously
Unpicking the 10 new rules focused on vulnerability in The Consumer Duty When the FCA sent its ‘Dear CEO’ letter on 16 June 2022 to over...
- Mar 30, 2022
Supporting SimplyBiz's Vulnerability Week
Monday marked the start of SimplyBiz's vulnerability week, focussing on providing practical support and guidance to advisers. The week...
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