Tips for boosting financial inclusivity for neurodiverse clients

The Financial Conduct Authority's (FCA) Consumer Duty came into force on 31 July last year. Following various intermittent updates from the regulatory, they have now released guidance for good practice and areas for improvement following concerning findings from its Wealth Data Survey.   The survey revealed that many firms had failed to address weaknesses in their processes to track vulnerable clients across products alongside gaps in data and no differentiated service offerings for vulnerable people. Almost half (49%) of portfolio managers identified no vulnerable customers among the...