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Vulnerability Quick Wins

Features 24 Vulnerability Quick Wins which your organisation can implement with minimal or no cost.
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Signposting Resource

An essential resource which highlights external organisations that can be contacted when a customer discloses a specific situation or personal circumstance.
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Vulnerability Strategy Checklist

This toolkit covers the necessary steps that organisations must embrace to comply with the Financial Conduct Authority (FCA) Guidance of the Fair Treatment of Vulnerable Customers.
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Employee Skills Questionnaire

Assess your team’s current level of knowledge and confidence in identifying and responding to vulnerabilities.
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Unacceptable Behaviour Customer Policy for Businesses

Outlines the important principles and best practices organisations should consider when managing unacceptable customer behaviour.
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Vulnerability Focus Group Guide

Supports the process of setting up, running and actioning a vulnerable customer focus group.
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Vulnerable Customer Policy

This policy provides the key features and good practice that organisations must consider when it comes to treating vulnerable customers fairly.
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Guide to Accessing Digital Services

A useful guide for ensuring your services remain accessible to all, as digital technology is embraced.
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Vulnerability Drivers Guide

A detailed look at the 4 key drivers that the FCA has identified as contributing to vulnerability: health, life events, resilience, and capability.
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