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Comentis

Vulnerability lens: Everything IFAs need to know about cognitive decline

Your profession

Vulnerability lens: Everything IFAs need to know about cognitive decline

Seven simple tips if an adviser suspects cognitive decline in a client...

clock 16 May 2025 • 3 min read
The Vulnerability Review: A reflection on the FCA findings and addressing the elephant in the room

Regulation

The Vulnerability Review: A reflection on the FCA findings and addressing the elephant in the room

'Identification. Action. Reporting – don't delay'

clock 02 April 2025 • 3 min read
Five vulnerability questions advisers must ask themselves

Regulation

Five vulnerability questions advisers must ask themselves

'Identification. Action. Reporting – don't delay'

clock 12 February 2025 • 5 min read
'Why we're never more than two steps away from financial vulnerability'

Regulation

'Why we're never more than two steps away from financial vulnerability'

'The truth is that vulnerability is a broad spectrum'

clock 17 January 2025 • 5 min read
The state of financial vulnerability in 2024 and what 2025 holds

Your profession

The state of financial vulnerability in 2024 and what 2025 holds

'Most firms are now heading in the right direction with their vulnerability processes'

clock 20 December 2024 • 3 min read
FCA: Expect action on vulnerable client treatment next year

Regulation

FCA: Expect action on vulnerable client treatment next year

FCA could take ‘appropriate regulatory action' in H1

clock 10 December 2024 • 2 min read
Identification remains weakest link in vulnerability assessments

Regulation

Identification remains weakest link in vulnerability assessments

'Relying on the adviser to spot the signs personally is unquestionably impractical'

clock 26 November 2024 • 4 min read
PII focus: What providers want to see from IFA policyholders

Your Business

PII focus: What providers want to see from IFA policyholders

Never been more crucial to address client vulnerability effectively

clock 11 September 2024 • 7 min read
Working with vulnerable clients – a best-practice guide for advisers

Your profession

Working with vulnerable clients – a best-practice guide for advisers

Identifying and supporting vulnerable clients is difficult

clock 04 June 2024 • 5 min read
Why wealth is not an insulator against vulnerability

Regulation

Why wealth is not an insulator against vulnerability

'Time and again, we have seen that self-identification simply doesn't work'

clock 21 February 2024 • 4 min read
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