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Supporting SJP to ensure a duty of care to its clients

Comentis has partnered with St. James's Place to provide access to our ground-breaking Financial Vulnerability Assessment, ensuring you can consistently identify and support potentially vulnerable clients or those in vulnerable circumstances. 

Our clinically-backed assessments provide a simple and cost effective solution and can be easily included into your current advice processes, ensuring you meet the FCA's Consumer Duty guidelines.

Our Financially Vulnerability Assessment allows you to:

  • Consistently and objectively identify potentially financially vulnerable clients in line with FCA guidance

  • Produce a comprehensive report on potential financial vulnerabilities

  • Link directly to SJP policies via techlink

  • Works alongside all e-learning provisions

  • Simply log any interventions and outcomes

  • Produce fully audited financial vulnerability report on client base

  • Mitigate risk 

To find out more about how our Financial Vulnerability Assessment can support your practice and  more, please do not hesitate to contact the team

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