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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...

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...

What's the Outlook for Vulnerability?
As we continue into 2024, we can draw on our insights gained from last year and summarise what we feel might come next from a regulatory...

What's Next for Consumer Duty?
Consumer Duty has been in place for nearly five months and the feedback we are getting from industry compliance experts is that some...

Consumer Duty: 31st July marked the beginning of the vulnerability journey
With Consumer Duty regulations having come into effect on 31st July 2023, many businesses might have seen the preceding few weeks as the...

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...

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...

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...

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...

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...

We Don’t Know What We Don’t Know
For those of you that are aware of the knowledge quadrant, you will be familiar with the phrase ‘You don’t know, what you don’t know’. If...

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...

How do I know if it’s an unwise mental capacity decision?
This is a question we come across a lot in both the acute and community setting. So, first things first, what do we mean by an unwise...

The impact of the cost of living crisis on financial vulnerability
When I am asked about the impact of the rising cost of living upon financial vulnerability it is tempting to simply say that everyone...


Vulnerable clients, the cost of living crisis and the new Consumer Duty: an update from the FCA
By now, I think we are all aware of the importance of checking with our clients for signs of financial vulnerability, but did you know...

Five common mistakes made by Mental Capacity Assessors
In my experience as quality monitoring team leader, having reviewed and supported over 500 mental capacity assessments for many different...

Resilience and Mental Capacity
It's a well-known fact that resilience and mental health are closely connected. Good resilience helps promote good mental health and poor...

Five ways IFA's can look after their mental health, so they can in turn spot vulnerable clients
Our lives have been under a great deal of pressure over the last few years. What with dealing with the impact of Covid at home and within...

What does 'Mental Health' mean?
‘Mental Health’ is one of those phrases that has become common place and thankfully is something that society in general is now more...
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