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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...
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
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
Professional Adviser (11.09.24) - PII focus: What providers want to see from IFA policyholders
PII focus: What providers want to see from IFA policyholders
The Intermediary (28.08.24) - Here’s how to talk to your clients about financial vulnerability
Here’s how to talk to your clients about financial vulnerability
Money Marketing (23.08.24) - The problem with ‘observable signs’ of vulnerability
The problem with ‘observable signs’ of vulnerability
IFA Magazine (21.08.24) - Here’s how to talk to your clients about financial vulnerability, advice from a clinical expert
Here’s how to talk to your clients about financial vulnerability, advice from a clinical expert...
Financial Reporter (13.08.24) - Why addressing vulnerability is crucial for advisers
Why addressing vulnerability is crucial for advisers
IFA Magazine (07.08.24) - What Professional Indemnity (PI) Insurance providers expect when it comes to advisers’ vulnerability procedures
What Professional Indemnity (PI) Insurance providers expect when it comes to advisers’ vulnerability procedures...
Aftermarket (15.07.24) - Going the extra mile in standards of care
Going the extra mile in standards of care...
FT Adviser (09.07.24) - Why identification is so crucial in supporting vulnerable clients
Identification can be the hardest part when working with vulnerable clients
Financial Reporter (01.07.24) - Why identification is so crucial in supporting vulnerable clients
Why identification is so crucial in supporting vulnerable clients...
The Intermediary (26.06.24) - Identification is crucial to support vulnerable clients
Identification is crucial to support vulnerable clients (page 19)...
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...
Money Marketing (16.05.24) - Supporting Clients through Cognitive Decline
Supporting Clients through Cognitive Decline (pages 30-31)...
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