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With the FCA focus on staff training, this invaluable tool equips employees to recognise and engage with vulnerable customers, promoting better outcomes and support throughout the customer journey.​

Our factsheet on Vulnerable Customers is a comprehensive resource designed for financial firms to enhance their understanding of vulnerability and support under the new Consumer Duty.​

By addressing the diverse needs of customers, including those with vulnerability, firms can ensure compliance with the Consumer Duty and provide optimal customer care.​

Contained within your digital download are:​

  • The fact sheet​

  • Guidance on identifying characteristics of vulnerability ​

  • Consideration of the interplay between protected characteristics and vulnerability ​

  • Best practice for handling Vulnerable Customers​

  • FCA requirements​

Vulnerable Customers Fact Sheet​

Excluding VAT
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