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News & Articles
Latest News
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...
Money Marketing (19/11/24) - Advise Wise streamlines support for vulnerable clients
Advise Wise launches Comentis integration for all users
Latest Articles
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...
How is vulnerable customer identification faring in the Consumer Finance sector?
We’re six months in from the FCA’s Consumer Duty regulations coming into force, and whilst we are starting to see some great traction in...
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...
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...
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
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...
Mortgage Solutions (18.09.24) - I’m a clinical expert, here’s how to talk to clients about financial vulnerability
I’m a clinical expert, here’s how to talk to clients about financial vulnerability
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...
The Intermediary (26.06.24) - Identification is crucial to support vulnerable clients
Identification is crucial to support vulnerable clients (page 19)...
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...
IFA Magazine (18.06.24) - A best-practice guide for client vulnerability: practical tips
A best-practice guide for client vulnerability: practical tips...
FT Adviser (05.06.24) - Five common mistakes advisers make with client vulnerability
Five common mistakes advisers make with client vulnerability...
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...
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...
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...
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