Consumer vulnerability consultancy for Consumer Duty compliance

Get expert support to reduce compliance risk and improve how your organisation supports customers in vulnerable circumstances.

Our consumer vulnerability experts will help you understand where your approach is already working well, where it may need strengthening, and what practical steps you need to take to improve outcomes for your customers, increase team confidence and meet regulator expectations.

Book your free mini-audit

Under pressure?

It's not always easy to keep pace with Consumer Duty and show that your customers are receiving fair, consistent support.

Get expert support

Unclear priorities?

Your teams are already busy. Vulnerability can easily become another responsibility without enough structure, ownership or support.

Find your next step

Vague strategy?

It may look good on paper, but you could be struggling to apply it across real customer journeys.

Get clarity

Scattered evidence?

You may be doing a lot already, but your MI, complaints insight, QA, training records and customer outcomes may not tell one clear story.

Join the dots

Some of the organisations we support.

Practical Support for Specific Challenges

Vulnerable Customer Policy Review £249 + VAT

For organisations seeking assurance that their vulnerability policy is aligned with current regulatory expectations and recognised good practice in supporting customers in vulnerable circumstances.

What’s included

  • Independent review of your vulnerable customer policy
  • Assessment against relevant regulatory expectations and recognised good practice
  • Identification of strengths, gaps and opportunities for improvement
  • Practical recommendations to strengthen your policy and support good customer outcomes
Enquire about this service
Colleague Skills & Confidence Survey £995 + VAT

For organisations wanting to assess colleagues’ knowledge, skills and confidence to identify and support customers in vulnerable circumstances, and understand where additional support may be needed.

What’s included

  • Anonymous colleague survey
  • Analysis of colleague knowledge, skills, confidence and current challenges in supporting vulnerable customers
  • A report with practical recommendations to strengthen colleague capability and customer outcomes
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Customer Support Needs Data Review £995 + VAT

For organisations looking for assurance that the vulnerability and customer support needs data they collect provides meaningful insight, supports effective decision-making, aligns with relevant regulatory expectations and drives continuous improvement in customer outcomes.

What’s included

  • Review of current vulnerability and customer support needs data and recording categories
  • Assessment of whether current data provides meaningful insight into customers’ support needs and emerging trends
  • Practical recommendations to strengthen the collection, recording and use of customer support needs data
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Customer Communication Review £150 + VAT per communication

For organisations looking to ensure their customer communications are easy to understand and help customers access the support they need.

What’s included

  • Review of an agreed number of customer communications
  • Assessment of accessibility, clarity and customer understanding
  • Identification of opportunities to encourage customers to disclose support needs
  • Practical recommendations to improve customer outcomes
Enquire about this service

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

The free 5-minute Consumer Vulnerability Mini-Audit gives you instant scores across key areas of your vulnerability approach, including:

  • strategy and Consumer Duty alignment
  • customer journeys and real-life support
  • team capability and confidence
  • evidence, outcomes and ongoing improvement
Take the free mini-audit