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Engage with clients on vulnerability or risk alienation, MorganAsh advises firms

Firms in the financial services sector could alienate vulnerable clients if they collect v...

  • Feb 14, 2024
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Are banks and lenders going far enough on vulnerability? – Gething

With the arrival of Consumer Duty – which came into force back in July – all areas of ...

  • Sep 22, 2023
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Consumer Duty: The need for data to provide evidence for firms – Gething

Managing vulnerability and the need to evidence this is probably the most difficult part o...

  • Feb 27, 2023
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FCA turns up the heat on dealing with vulnerable customers – MorganAsh

As we approach high summer, it is the debate about dealing with vulnerable customers that ...

  • Jun 24, 2022
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FCA wants data analytics to help identify vulnerable customers and prevent fraud

The Financial Conduct Authority (FCA) is focussing on preventing fraud and scams and suppo...

  • Oct 05, 2020
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ERC focuses on vulnerable clients in updated adviser checklist

The Equity Release Council (ERC) increased its checklist for advisers from 12 to 24 points...

  • Jul 01, 2020
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Equity release specialists ahead of the game on vulnerable clients – Wilson

The potential vulnerability of clients is a constant concern for those of us who have work...

  • Jul 26, 2019
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FCA head highlights big issue of housing finance for young people

Financial Conduct Authority (FCA) chief executive Andrew Bailey has warned that the regula...

  • May 14, 2019
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Advisers expect FCA to ramp up vulnerable consumer scrutiny – Just Group

Nearly two-thirds of financial intermediary firms expect the Financial Conduct Authority (...

  • Feb 06, 2019
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