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The Product Design Checklist

Inclusive design helps make sure more customers can access and use products and services without unnecessary barriers. This product design checklist gives you a practical starting point for reviewing whether your products, services or customer journeys are accessible, usable and inclusive for a broad range of customer needs. The checklist encourages teams to think beyond the design itself and consider customer goals, accessibility, usability, user testing, feedback and continuous improvement. It also highlights the importance of drawing on different perspectives, rather than relying only on the experience of the designer or design team.
Free

Vulnerability Outcomes Checklist for Financial Firms

A practical vulnerability outcomes checklist to give you a starting point for reviewing your current approach to vulnerability support and spotting areas that may need more focus. The simple checklist is built around the key areas that shape good vulnerability outcomes in practice, including strategy and ownership, customer journeys, frontline confidence, vulnerability data, evidence and reporting, and continuous improvement.
Free

Supporting Employee Wellbeing: A Practical Guide for Line Managers

Properly supporting your employees is an important part of creating a confident and resilient team. This guide brings together practical resources that line managers can use when employees need support with wellbeing, difficult customer interactions, reasonable adjustments or challenging life circumstances. This guide is especially useful for organisations where customer-facing teams regularly deal with demanding, emotional or distressing conversations, and where managers want to confidently support teams with more care and consistency.

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    Training, quality and improvement

    Team leaders and managers

    Safeguarding and preventing harm

    Risk, compliance and legal

    Customer-facing staff

    Customer service

    Complaints and escalations

    Claims and case handling

    Most popular

    Free

    Vulnerability Outcomes Checklist for Financial Firms

    A practical vulnerability outcomes checklist to give you a starting point for reviewing your current approach to vulnerability support and spotting areas that may need more focus. The simple checklist is built around the key areas that shape good vulnerability outcomes in practice, including strategy and ownership, customer journeys, frontline confidence, vulnerability data, evidence and reporting, and continuous improvement.
    Free

    Vulnerable Customer Policy Template

    This vulnerable customer policy gives organisations a practical starting point for putting the right principles and support in place so teams can respond more consistently, and customers can access help more easily. Provided in Word format, it is ready to download, tailor to your organisation and adapt to your internal approach.
    Free

    The Product Design Checklist

    Inclusive design helps make sure more customers can access and use products and services without unnecessary barriers. This product design checklist gives you a practical starting point for reviewing whether your products, services or customer journeys are accessible, usable and inclusive for a broad range of customer needs. The checklist encourages teams to think beyond the design itself and consider customer goals, accessibility, usability, user testing, feedback and continuous improvement. It also highlights the importance of drawing on different perspectives, rather than relying only on the experience of the designer or design team.
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    Bereavement Guide for Businesses

    It's never easy when a customer tells you someone has died. This guide helps businesses respond with more care and more clarity, so staff can support bereaved customers through the practical side of things without sounding cold, awkward or rushed. It covers what to say when bereavement or terminal illness is disclosed, how to record information properly, how to make processes easier for grieving customers and where to signpost if extra support may help. It's a practical guide for teams who want to handle these conversations better and build a more thoughtful bereavement process around them.
    Free

    Awareness Days 2026

    Awareness days can be a useful way to build understanding across your organisation, as long as they are chosen with purpose. This 2026 guide gives practical ideas for how to use awareness days well, from raising discussion in meetings and training to promoting support services, building partnerships and increasing visibility around important issues.
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    Bereavement Support Toolkit

    Supporting bereaved customers well takes more than one guide or one script. This toolkit brings together practical resources that help businesses handle bereavement and end of life contact with more care, more consistency and less avoidable stress for the customer. The toolkit includes training resources, policy support, customer personas and guidance on related areas such as power of attorney, helping teams understand different customer needs, respond better in real conversations and put clearer processes in place across the business.
    Free

    Employee Skills Questionnaire

    If you want to improve support for vulnerable customers, it helps to know where your team is starting from. This employee skills questionnaire gives organisations a practical way to assess current knowledge, confidence and capability when it comes to identifying vulnerability and responding well. Use it today to spot strengths, highlight gaps and show where extra training, guidance or resources may be needed.
    Free

    Indicators of Domestic Abuse in the Home

    A guide to help housing providers and property professionals recognise possible indicators of domestic abuse in the home, so concerns are less likely to be missed when staff are carrying out visits, repairs or other work inside a property. The guide includes practical examples of physical signs in the property, wider warning signs that may sit alongside them, and signposting to relevant domestic abuse support services.

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      Utilities

      Telecoms

      Retail and essential services

      Local authorities and public sector

      Insurance

      Housing

      Health and social care

      Financial services

      Popular topics

      Turning policy into practice

      Staff confidence, training, and coaching

      Safeguarding and escalation

      Recording and using vulnerability data

      Reasonable adjustments

      Product and service design

      Mental health and wellbeing

      Identifying vulnerability

      Financial difficulty and debt support