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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...
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
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