Jonathan Stinton, head of intermediary relationships at Coventry for Intermediaries, explores how brokers can better support vulnerable customers navigating major life events like...

The tool enhances advisers' ability to identify and support vulnerable customers.

Two thirds (68%) of vulnerable customers didn’t disclose this to any financial providers.

Last year's report informed the creation of a cross-industry “route of disclosure” guide. 

Later life firms are encouraged to integrate vulnerability considerations into advice, product design, and customer service.

Clare Davies, compliance director at Mortgage Advice Bureau, explores why advice, products, and services must not only be fit for purpose, but also delivered in a manner that genuinely...

The vast majority of consumers engage online with vulnerability assessments when part of an existing engagement process. 

The FCA Financial Lives survey found that 49% of adults are dealing with one or more characteristic of vulnerability.

Andrew Gething, managing director at MorganAsh, says much of the focus of Consumer Duty has been on identifying vulnerable customers – but what do advisers and firms do next when...

The database outlines how to declare a customer as vulnerable to each lender.