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

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

The partnership aims to help brokers find the right Consumer Duty-compliant solution for their home-building clients.

Square 4 helps firms navigate compliance, regulatory challenges, and operational improvements.

The tags enable advisers to identify which products require an affordability calculation.

Jonny Jones, CEO at Interbridge Mortgages, explains why, as the second charge market continues to evolve, brokers must stay informed and open-minded to provide the best advice and...

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...

75% of financial advisers say serving small clients is becoming a significant challenge.

The regulator wants to identify rules which could be removed or simplified if they overlap with the Consumer Duty.

Rory Joseph and Sebastian Murphy, directors at JLM Mortgage Services, explore how the Consumer Duty has presented both challenges and opportunities for smaller mortgage advisory...