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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...


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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