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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...
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
A Best Practice Guide: our five top tips when working with vulnerable clients
In March 2024, the FCA announced that it will be conducting a new review into firms’ understanding and response to the needs of...
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...
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
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