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

Your mini-audit is designed to give you expert input into your current vulnerable customer approach, so you can make clearer decisions about where to focus next.

We can explore areas such as:

• Is your approach clear, practical and aligned to Consumer Duty?
• Do your policies and processes work in real customer situations?
• Are vulnerable customers recognised and supported consistently?
• Do colleagues know what to do and say?
• Can you show what is working and where gaps remain?

Book your free 30-minutevulnerability mini-audit

If you’re responsible for consumer vulnerability, Consumer Duty outcomes or customer support in an FCA-regulated organisation, it can be difficult to know whether your current approach is clear and strong enough to evidence.

This free, no obligation call is designed to give you expert insight on your current approach so you can make clearer decisions about where to focus next.