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BUILDING OUT THE RIGHT PRACTICES TO SUPPORT
AT-RISK CLIENTS

With the increased importance across multiple industries on the identification and support of at-risk clients (be it from reduced mental capacity or financial vulnerability), it has never been more important to ensure you have the correct processes, policies and training in place to support your business.

Our highly experienced consulting team, led by Tim Farmer, have already supported a number of organisations in developing the skills and processes necessary to identify and support at-risk clients and are considered leaders in the fields of mental capacity and financial vulnerability assessment and support.

Delivering clinically backed consulting solutions

Having ineffective processes or gaps in policy around the identification of at-risk clients can pose a significant business risk. Our consulting services are designed to support your organisation in minimising this risk, as well as ensuring positive outcomes for vulnerable people. 

Each one of our consulting projects tend to be unique and built around the needs of our clients, but can typically cover:

  • Vulnerable client identification and support process reviews

  • Mental capacity identification processes and procedures

  • At-risk client policy development (vulnerable or reduced mental capacity)

  • Gap analysis in vulnerable client policies and procedures

  • Defining internal training requirements (which we can then deliver against).

RECENT PROJECTS

VULNERABLE CLIENT PATHWAYS

Tim Farmer worked with Aviva to review their existing consumer pathway for Equity Release Mortgages. The aim of this was to ensure a better identification of financially vulnerable clients and thereby ensuring better outcomes for those identified as being at risk.

FINANCIAL VULNERABILITY
PROCESSES

Comentis worked with PensionHelp to help them develop out their policies and processes for supporting those clients who were identified as vulnerable.

This included developing practical and actionable interventions aligned to their level of client interaction and responsibilities. these policies were then integrated into our Financial Vulnerability App.

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