Firms looking to offer the FCA’s new targeted support must not neglect the customer vulnerability requirements of Consumer Duty, MorganAsh warns as the regulator confirms the...

Financial services firms must urgently review their IT systems and processes for managing customer vulnerability, experts warn as new independent guidance sets higher standards and is...

New guidance from the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) released today, “significantly moves the dial” on vulnerable customer...

Jess Trueman, Head of Business Development at Smart Money People looks at their first study focusing on how mortgage brokers handle vulnerable customers and the things that can be...

Laura Sneddon at Hinckley & Rugby for Intermediaries says that as lenders, we have a choice. We can keep pretending that responsibility only kicks in after completion. Or we can be...

Smart Money People, the UK’s most comprehensive financial services review site, has announced the results of its vulnerability disclosure survey. Building on the 2024...

Firms planning on providing the FCA’s new targeted support must digitise customer vulnerability processes to both ensure efficiency and comply with Consumer Duty, MorganAsh...

Smart Money People has relaunched its vulnerability-focused broker survey and, for the first time, is running a parallel lender survey designed to understand how well internal mortgage...

New vulnerable customer data from the MorganAsh Resilience System (MARS) has revealed that caring responsibilities are one of the most common life events experienced by consumers.

Mortgage Broker Tools (MBT) has launched a new vulnerable customer disclosure information service, providing brokers with an up-to-date, searchable database that outlines how to...