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News & Articles
Latest News
Professional Adviser - Duty of care: Moving the needle from compliance to strategy
The strategic importance of vulnerability policy
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...
Latest Articles
Why sharing vulnerability data matters across financial services
Discover why sharing vulnerability data helps financial services firms deliver consistent support and better outcomes.
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...
IFA Magazine (11.07.23) - Are you ready for Consumer Duty?...
Are you ready for Consumer Duty?...
Pro Manchester (05.07.23) - Pareto Financial Planning adopts Comentis to ensure clients are...
Pareto Financial Planning adopts Comentis to ensure clients are screened for vulnerability ...
Care Home Professional (10.06.23) - PCS partnership to help care providers identify vulnerable...
PCS partnership to help care providers identify vulnerable patients...
Leasing Broker Federation (08.06.23) - How digital tools can help prepare for Consumer Duty...
How digital tools can help prepare for Consumer Duty...
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...
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