Intensifying focus on Vulnerability.

Are you confident with what you do in this area…
Don’t panic. Speak to us.

The FCA is increasing scrutiny on how firms support vulnerable customers. You must demonstrate robust practices through appropriate data, policies, and well-trained staff. Critical areas include regulatory compliance, complaints handling, training, product design, and customer communications. Every aspect of the customer journey must prioritise vulnerable customers. Regularly review your approach and address any gaps.

How we help

We are your go to people for help in this area. We help firms implement vulnerability frameworks, conduct audits, assess training needs, and deliver bespoke staff training.

Around 50% of UK of UK adults display at least one characteristic of vulnerability at any one time and all individuals face vulnerabilities throughout their lives.

(FCA Financial Lives Survey 2022)   

A plea to the insurance market – Don’t rely on tick-box online training.

Your staff deserve quality training that builds confidence through discussion, case studies, and practical examples.

Give us a call or drop us an email to discuss
your requirements.

Here’s what our clients say about us…

Our reviews
no tick boxes in site!

Our reviews are about you and your firm. We are people dealing with people. We believe in having a good honest and productive conversation to really understand your business, your challenges and where we can support you, and ultimately help your business and its customers.

HELP PEOPLE, NOT JUST POLICIES

Ready to make vulnerability a strength?

Let’s discuss how we can help you embed a truly vulnerable customer-centric approach.