Vulnerable Customer Resources

Embedding good practice doesn’t have to be a headache. Our downloadable resources are designed and developed as practical tools to support the fair treatment of vulnerable customers.

Our resources include strategic documents to support compliance and training activities to build awareness of vulnerable circumstances.

Instant access.

Our resources are available to download instantly and quickly put into practice.

Unique resources.

All resources are designed exclusively by us, and only available directly from Helen Pettifer Training.

Our promise.

If we don’t have or can’t find a resource you need, we will create it for you.

Instant access.

Our resources are available to download instantly and quickly put into practice.

Unique resources.

All resources are designed exclusively by us, and only available directly from Helen Pettifer Training.

Our promise.

If we don’t have or can’t find a resource you need, we will create it for you.

Benefits to your organisation.

Understand and meeting legal, regulatory and ethical responsibilities
Strengthen customer relationships and reputation by providing a wide range of support options internally and signposting externally
Develop empathy among employees by using appropriate questions and responses enable more compassionate interactions
Recognise and close skill and process gaps can streamline operations, making organisations more efficient in supporting vulnerable customers
Provide opportunities to make reasonable adjustments mitigating harm and achieving good customer outcomes

At a glance.

Useful guides & training materials
Instant downloads
Quick Guides
Training Resources and Activities

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NEW FOR 2026

Awareness Days 2026

Increase knowledge and understanding of lived experience situations and conditions by acknowledging Awareness Days in 2025.

Download for free

Essential Guide for Recognising Economic Abuse

Practical advice on how to identify behavioural changes that are potential indicators of economic abuse and respond with sensitivity and support.

£35.00 excl. VAT

Scotland Signposting Resource

A free signposting resource for customer-facing teams in Scotland. Highlighs a range of organisations and services to support customers facing difficult life situations.

Download for free

Northern Ireland Signposting Resource

A free signposting resource for customer-facing teams in Northern Ireland. Highlighs a range of organisations and services to support customers facing difficult life situations.

Download for free

New

Signposting Resource

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

Download for free