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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Browse Our Resource Hub.

Bereavement Support Toolkit for Businesses

A collection of expert resources designed to guide you through the challenge of dealing with customers who face end-of-life situations.
£150.00 excl. VAT
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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.
Download for free
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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.
Download for free
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Power of Attorney Guide for Businesses

Includes insights, practical advice, and thoughtful strategies for providing services to a Power of Attorney.
£25.00 excl. VAT
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Handling Angry Customers Guide for Businesses

Practical tools and techniques to help your business navigate challenging interactions with grace, empathy, and professionalism.
£50.00 excl. VAT
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Vulnerability Quick Wins

Features 24 Vulnerability Quick Wins which your organisation can implement with minimal or no cost.
Download for free
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Consumer Understanding Guide for Businesses

Provides insights, practical advice, and strategies for acknowledging the diverse challenges and barriers to customers’ understanding and enhancing communication.
£35.00 excl. VAT
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Bereavement Guide for Businesses

Acknowledging the sensitive nature of bereavement, this guide provides insights, practical advice, and strategies for responding to loss.
£35.00 excl. VAT
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