Richard Farr, non-executive director at duty of care assessment company Comentis, outlines the progress that's been made on financial vulnerability in 2024 and the process that all...

Nearly half expressed a need for deeper understanding around the drivers and the importance of identifying vulnerable customers.

Advise Wise members can now access Comentis' vulnerability assessment tool.

Jonathan Barrett, CEO of Comentis, says identification is still by far the weakest link in the vulnerability puzzle.  

The balance of technology and human touch is key for helping vulnerable customers, which represent nearly half of all UK individuals.

The survey aims to gather insights from brokers on how well-equipped they feel in dealing with vulnerable clients and what support they need from lenders.

James will be working closely with the senior team at MorganAsh to support the company’s customer vulnerability proposition.

With the first FCA review of the treatment of vulnerable customers due at the end of 2024 Jonathan Barrett, CEO of Comentis, asks Richard Turnbull, managing director at Collegiate...

Jonathan Barrett, CEO of Comentis, says that although advice firms are increasingly offering support for vulnerable customers, there is an ongoing issue around vulnerability...

This Mental Health Awareness Week, Standard Life is calling for deeper cross sector collaboration on addressing customer vulnerability.