Vulnerability compliance made practical.

Helen Pettifer Training has a decade of experience in supporting regulated organisations to improve outcomes for vulnerable customers. Our training and resources are designed to strengthen day-to-day practice.

Working closely with organisations, including financial services, utilities, housing and insurance firms, we improve approaches to consumer vulnerability by providing:

Practical Training

Our course content is tailored to individual organisations. This ensures the training is relevant, engaging, and impactful.

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Supportive Training

Our commitment to service takes the stress out of organising courses. We handle pre- and post-training administration for your team.

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Adaptable Training

With the option of in-house, virtual, or open courses, we can upskill teams of all sizes and employees working in multiple locations.

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Train the Trainer

Let us upskill your internal training team to deliver vulnerable customer training. We provide tutor notes, workbooks, slide decks & support.

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Need more assurances?

We have over 600 independent 5-star reviews for our courses, and a 4.8 rating on Course Check. You can trust us to deliver relevant, high-quality training.

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Benefits to your organisation

Vulnerable customer training contributes to the overall success, reputation, and sustainability of your organisation through:

  • Strengthened relationships as team members provide timely and empathetic interventions that genuinely support customers.
  • Improved employee confidence by providing the tools and skills to effectively manage sensitive and complex conversations.
  • Inclusive interactions that lead to positive customer experiences, good outcomes, and fewer complaints or escalations.
  • Reduced risk of legal or regulatory investigations, fines and associated reputational damage.
  • Lower employee turnover, as team members gain job satisfaction from being equipped and empowered to make a positive impact.

Some of the organisations we support.

Take a practical first step before deciding what support you need.

The free 5-minute Consumer Vulnerability Mini-Audit gives you instant scores across key areas of your vulnerability approach, including:

  • strategy and Consumer Duty alignment
  • customer journeys and real-life support
  • team capability and confidence
  • evidence, outcomes and ongoing improvement
Take the free mini-audit