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
top of page
News Library
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
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
Financial Reporter (01.07.24) - Why identification is so crucial in supporting vulnerable clients
Why identification is so crucial in supporting vulnerable clients...
The Intermediary (26.06.24) - Identification is crucial to support vulnerable clients
Identification is crucial to support vulnerable clients (page 19)...
IFA Magazine (18.06.24) - A best-practice guide for client vulnerability: practical tips
A best-practice guide for client vulnerability: practical tips...
FT Adviser (05.06.24) - Five common mistakes advisers make with client vulnerability
Five common mistakes advisers make with client vulnerability...
Financial Reporter (16.05.24) - Working with vulnerable clients – a best-practice guide for advisers
Working with vulnerable clients – a best-practice guide for advisers...
IFA Magazine (10.05.24) - Navigating the ethical aisle: How financial services can embrace fairness with the shopping cart theory
Navigating the ethical aisle: How financial services can embrace fairness with the shopping cart theory...
Money Marketing (16.05.24) - Supporting Clients through Cognitive Decline
Supporting Clients through Cognitive Decline (pages 30-31)...
IFA Magazine (04.04.24) - Comentis among latest firms to sign Comprehensive Conversations Manifesto – Air
Comentis among latest firms to sign Comprehensive Conversations Manifesto – Air...
Motor Finance Online (20.03.24) - Comentis CEO warns of potential mis-selling scandal
Comentis CEO warns of potential mis-selling scandal...
IFA Magazine (20.03.24) - Wealth is not an insulator against vulnerability says Comentis’ Barrett
Wealth is not an insulator against vulnerability says Comentis’ Barrett...
Financial Reporter (18.03.24) - FCA launches review of firms' treatment of vulnerable customers
FCA launches review of firms' treatment of vulnerable customers...
Futures Parity (06.03.24) - How is vulnerable customer identification faring in the consumer finance sector?
How is vulnerable customer identification faring in the consumer finance sector?
Partnership with Radiant Financial Planning
We're very pleased to announce that Radiant Financial Planning are rolling out our Financial Vulnerability Assessment across its...
Financial Reporter (23.02.24) - New mental capacity assessment launches for equity release sector
New mental capacity assessment launches for equity release sector
Launch of Equity Release Mental Capacity Assessment
In partnership with Equilaw, we are very proud to announce that we have launched a ground-breaking equity release mental capacity...
Professional Adviser (21.02.24) - Why wealth is not an insulator against vulnerability
Why wealth is not an insulator against vulnerability
Welcome, George
As part of our continued growth in the consumer finance sector, we're expanding the team. A very warm welcome to George Bennett 🥂 George...
IFA Magazine (30.01.24) - ASHL implements Comentis’ Vulnerability Assessment tool to better assess financial vulnerability
ASHL implements Comentis’ Vulnerability Assessment tool to better assess financial vulnerability
Motor Finance Online (10.01.24) - Navigating consumer duty: Debunking misconceptions in automotive financial services
Navigating consumer duty: Debunking misconceptions in automotive financial services...
IFA Magazine (04.01.24) - Vulnerability in 2023 and a look forward to 2024
Vulnerability in 2023 and a look forward to 2024...
Financial Reporter (05.01.24) - A look back at vulnerability in 2023 and some predictions for the industry in 2024
A look back at vulnerability in 2023 and some predictions for the industry in 2024...
IFA Magazine (02.01.24) - What advisers need to know about financial vulnerability in retirement
What advisers need to know about financial vulnerability in retirement
AM Online (21.12.23) - Executive View: Vulnerable customer identification under the FCA's Consumer Duty
Executive View: Vulnerable customer identification under the FCA's Consumer Duty
Finance Digest (11.12.23) - Assessing customer vulnerability under Consumer Duty; where are we so far and what can we expect next…
Assessing customer vulnerability under Consumer Duty; where are we so far and what can we expect next…
FT Adviser (21.11.23) - 'Consumer duty is now here and there is no time left to fall behind'
Consumer duty is now here and there is no time left to fall behind
Motor Finance Online (15.11.23) - Three months on; how the automotive industry is faring...
Three months on; how the automotive industry is faring with Consumer Duty
IFA Magazine (01.11.23) - Consumer Duty three months on – how are firms coping?
Consumer Duty three months on – how are firms coping?
Mortgage Solutions (25.10.23) - The importance of evaluating mental capacity in equity release...
The importance of evaluating mental capacity in equity release...
Mortgage Introducer (23.10.23) - Equity release – how do you assess mental capacity?
Equity release – how do you assess mental capacity?...
Mortgage Solutions (13.10.23) - Most brokers say Consumer Duty has made no or little impact on...
Most brokers say Consumer Duty has made no or little impact on working practices – poll results
Money Marketing (03.10.23) - Could the Consumer Duty make it harder for vulnerable clients to get...
Could the Consumer Duty make it harder for vulnerable clients to get advice?...
International Adviser (20.09.23) - Adviser network partners with regtech provider to better assess
Adviser network partners with regtech provider to better assess vulnerable clients...
Mortgage Solutions (20.09.23) - In Partnership network enlists Comentis for vulnerability...
In Partnership network enlists Comentis for vulnerability assessments...
IFA Magazine (19.09.23) - Reg tech provider helps adviser network meet its Consumer Duty...
Reg tech provider helps adviser network meet its Consumer Duty requirements...
Professional Adviser (19.09.23) - Comentis signs up 500 advisers to client vulnerability tool...
Comentis signs up 500 advisers to client vulnerability tool...
Motor Finance Online (08.09.23) - T C Harrison in tie-up with Comentis...
T C Harrison in tie-up with Comentis...
Motor Finance Online (06.09.23) - What does the arrival of Consumer Duty mean for automotive...
What does the arrival of Consumer Duty mean for automotive leasing?
Finance Digest (15.08.23) - Vulnerable customers; What the Consumer Duty rules mean for both...
Vulnerable customers; What the Consumer Duty rules mean for both financial services and non-financial service operators and how the rules...
Mortgage Solutions (07.08.23) - Why rising interest rates will require fortified vulnerability...
Why rising interest rates will require fortified vulnerability assessments
Mortgage Introducer (03.08.23) - Consumer Duty – what are mortgage advisers' vulnerability...
Consumer Duty – what are mortgage advisers' vulnerability obligations?
Insurance Edge (31.07.23) - Yes, It’s Happy Consumer Duty Day: Comment and Analysis...
Yes, It’s Happy Consumer Duty Day: Comment and Analysis...
bottom of page