top of page
  • Vulnerability Strategy Checklist

Vulnerability Strategy Checklist


This document provides an overview of the necessary steps that organisations must embrace to comply with the Financial Conduct Authority (FSC) Guidance of the Fair Treatment of Vulnerable Customers.


The checklist is divided into the following sections:

  • Awareness & Understanding
  • Skills & Capabilities of Staff
  • Product & Service Design
  • Customer Service
  • Communications
  • Monitoring & Evaluation


Whether governed by the FCA or not, use this document to check if your organisation is providing a positive experience for vulnerable customers and identify gaps in service provision.


Download documents are in a PDF format