The Real Cost of Missing the Signs of Customer Vulnerability

What does it actually cost when teams miss the signs of customer vulnerability? When teams...

How to Address Consumer Duty Priorities in 2026

In 2026, Consumer Duty shifts from an implementation period to enforcement. As such, if you...

Caring For Customers in the Funeral Industry

Funeral directors and others involved in the preparations and ceremonies of those who have passed...

How to Encourage Self-Disclosure of Vulnerable Circumstances

As a financial firm or essential service provider, there is an expectation that you will...

Recap: How to Recognise & Support Customers Where There is Abuse

In September’s Beyond the Conversation panel discussion, we invited Jasbinder Kaur and Simon Peleszok to...

The Power of Human Connection

As humans, we have a fundamental need to interact with others. It is as essential...

Prevention, Not Crisis, For Frontline Teams

Samaritans Awareness Day on 24th July highlights the importance of listening to and supporting others....

What Can We Learn from the FCA Financial Lives Survey?

The latest findings of consumer attitudes and experiences in dealing with financial institutions are published....

Inside the Making of the Vulnerable Customer Compliance Pathway

In this Q&A, Vulnerability Consultant Jenna Birchall shares how the Vulnerable Customer Compliance Pathway came...

Why Don’t Bereaved Customers Complain?

The FCA suggests that there is scope for firms to improve services following a death...

Changes to Communications to Aid Understanding

Supporting consumer understanding has been identified as an area for improvement in the latest FCA...

Case Study: Wessex Water

Wessex Water supplies water and sewerage services to 2.9 million customers across Dorset, Somerset, Bristol...

Northern Ireland Utilities Redefine Vulnerability

As a Titanic fan, I find Belfast a fascinating city and I’m delighted to return...

What Help Is There For SMEs Facing Financial Difficulties?

Rising costs have increased the number of customers who can’t pay for essential services. They...

Key Points from Beyond the Conversation: Bereavement and Terminal Illness

Our first Beyond the Conversation panel discussion was hosted on Monday 10 February. Helen was...

Improve the Performance of Customer Service Teams

Your frontline customer service teams are the primary point of contact between your business and...

Back to Basics With Vulnerable Customer Service

Following several years of regulation around the fair treatment of vulnerable customers, it can feel...

How to Empower Customers to Make Decisions

There are many reasons why your customers might find it difficult to make a decision....

Show Me That You Know Me

To provide the best customer experience, you need to understand and respect the people you...

Considering Bereavement

Is it right and fair that at a time when we are likely to experience...

Will AI Replace Customer Service Agents?

The benefits of adopting AI in customer service are widely shared. With the promise of...

How to Encourage Disclosures of Vulnerability

I recently took part in a discussion where concern was raised by a firm because...

Understanding Why Customers Leave

How many customers has your business lost in the last 6 months? You may not...

How to Evidence Consumer Duty Outcomes

Consumer Duty regulations are outcomes-based. They require firms to identify the cause of poor customer...

Are Your Internal Data Sharing Processes Working?

One of the recommended strategies for improving vulnerable customer service is cross-sector data sharing. This...

Responding to Suicidal Conversations with Compassion & Care

Having difficult and serious conversations about suicide can be upsetting for all concerned, and put...

Vulnerable Customers and the Complaints Process

Every business will face customers who wish to express their dissatisfaction with the services provided....

Creating a Vulnerable Customer Persona

Consumer Duty requires companies to consider inclusivity in every decision. The FCA wants us to...

The Vulnerable Customer Journey

When was the last time you reviewed your customer journeys to monitor the experience? It’s...

Glad Tidings We Bring

The festive season is a time of hope and giving, so let’s enter into the...

Unbanked & Financially Vulnerable

It may seem impossible to live in modern society without a bank account, however, research...

Which Customers Are Most Vulnerable to Scams?

Providing a positive customer experience is a focus for most businesses, but sometimes the damage...

Collaboration to Reduce the Risk of Suicide

In January 2023, the Government announced that a cross-party Suicide Prevention Strategy would be published...

Inclusive Holiday Season

August is a peak time for holidays, whether it’s a day trip to the beach...

Do You Communicate Effectively?

We speak, listen, question and write every day and, with the right techniques, these skills...

Exploring the Value of Compassion

One of the underpinning messages that I promote is the importance of compassion. We never...

Be Aware of Economic Abuse

In April, the Government published two documents that aim to address the issue of economic...

How Does Stress Affect Customer Service?

April is stress awareness month, so I want to bring your attention to the impact...

How Can We Encourage Digital Engagement?

Digital skills have become an essential requirement for negotiating modern life. We are increasingly directed...

Improved Services for Vulnerable Customers

In this article, I want to champion some of the fantastic solutions that organisations have...

Respectful Words

Words are essential to communication. They can unite and empower or divide and discriminate. The...

World Braille Day

4th January is World Braille Day, and it commemorates the birth of Louis Braille. As...