We have covered at length the different types of vulnerabilities and the challenges in identifying them, but one question we frequently...

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...

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...

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...

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

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

Despite what some might think, the incoming Consumer Duty regulations won’t only apply to financial advisers. With the recent issuing of...

Ever since we launched our first vulnerability assessments, our clinical and product teams have been busy looking at ways can enhance to...

As part of our ongoing commitment to ensuring that our customers are able to deploy our assessments seamlessly into their existing...

The issue of #vulnerablecustomers has been increasingly on the radar of firms that fall under the watchful eye of the Financial Conduct...

Towards the end of last year, the FCA’s latest Financial Lives survey found that the number of adults with low financial resilience had...

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...

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...

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...

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

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...

In my experience as quality monitoring team leader, having reviewed and supported over 500 mental capacity assessments for many different...

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

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...

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