top of page
Guides
Video Tutorials
Downloads
Practice Assessment
FAQ's
Blogs & News
Frequently asked questions
General
Getting Started - Platform Usage
Positioning
Reporting & Analytics
A vulnerable circumstance refers to any factor that could potentially lead to an individual being vulnerable e.g. if the individual is hard of hearing but they are not wearing a hearing aid; if the person has poor mobility but there isn’t a lift to get upstairs; or if information is given in English but this is not the individual’s native tongue. An actual vulnerability, however, considers a person’s circumstances surrounding the specific factor and whether it is impacting a client.
It’s important to acknowledge and evidence both vulnerable circumstances and the impact they may or may not be having on a client.
We currently have a 98.8% Assessment completion rate across all clients.
An Assessment takes, on average, 3-5 minutes to complete.
It's not possible to go back during the assessment, as with many of the features, they have been built into the assessment to ensure consistency and accuracy from a clinical testing perspective.
If running through the assessment with a client, there is an option to ‘void assessment’ and restart, but if sent digitally to the client there is no option for them to do so.
Although a rare occurrence, if a client refuses to complete an assessment, our guidance is to make a clear note of the situation, follow your usual process and if any potential vulnerabilities are identified, making a note of those.
Yes, each individual client will need their own client file created in order to be sent an individual client assessment link to assess for vulnerability. This is, however, often using the same email address.
This is due to the settings on your laptop/ PC. In order to link this, you must update your default email account in your PC’s account settings.
Once your client has completed a paper version of the assessment, you will then need to manually input the data into the system. This can be done by clicking’ Start Now’ once in the Assessment section of the client file and completing the assessment based on the answers provided. The report will then be automatically generated as normal, and any necessary entries can be made in the Intervention Log.
To ensure accuracy on the second part of the Assessment, the ‘transcribe results’ option will bring up gradations which align to those on the paper assessment.
If you have any questions, please don't hesitate to contact our Client Support team:
020 4519 8456
All Categories





If you have any questions, please don't hesitate to contact our Client Support team:
020 4519 8456

Wealth - Financial Vulnerability Assessment User Guide

Wealth - Financial Vulnerability Assessment Admin User Guide

Consumer Finance - Duty of Care Assessment User Guide
User Guides
Vulnerability Support Guides
Please click above image to download a pdf copy
If you have any questions, please don't hesitate to contact our Client Support team:
Paper-based Assessments:

Financial Wellbeing Assessment (offline)

Mortgage Wellbeing Assessment (offline)

Later Life Wellbeing Assessment (offline)

Equity Release Assessment (offline)

Investment Management Wellbeing Assessment
(offline)
If you have any questions, please don't hesitate to contact our Client Support team:
020 4519 8456


Money Marketing (28/01/2025) - Barerock enhances vulnerability support for advice firms
BareRock adds Comentis to Risk Mitigation panel
1 min read


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...
1 min read


Money Marketing (19/11/24) - Advise Wise streamlines support for vulnerable clients
Advise Wise launches Comentis integration for all users
1 min read
Latest News
Latest Articles


How Technology Can Help Identify Financial Vulnerability in Retirement
How and why should technology be used for vulnerability identification


Myth-Busting: "I Can Assume How a Client Will React to a Life Event"
Life events can impact people in many different ways - this blog explores how you can ensure you provide the right support.


Five questions about vulnerability that financial advisers must ask themselves
With the FCA's review on vulnerable clients soon drawing to a close, and with the regulator maintaining that financial vulnerability will...
If you have any questions, please don't hesitate to contact our Client Support team:
020 4519 8456
bottom of page



