Related topic: Vulnerable

Take-up rates are significantly higher when assessments are embedded into key moments in the customer journey.

The Plain Numbers Method focuses on presenting numbers clearly and putting them in an understandable context, better supporting those with low numeracy and dyscalculia.

Nationwide is the first building society to gain this rating - which is the second of three levels firms can achieve through the programme. 

Jonathan Barrett, CEO of Comentis, shares some of his key takeaways from the FCA’s recent Vulnerability Review and highlights two fundamental elements that he believes are still...

Andrew Gething, managing director of MorganAsh, explores the most common pitfalls firms face when setting out on their customer vulnerability journey.

44% of vulnerable customers reported a negative experience with financial services firms.

Nearly half expressed a need for deeper understanding around the drivers and the importance of identifying vulnerable customers.

James will be working closely with the senior team at MorganAsh to support the company’s customer vulnerability proposition.

The new upgrade will better reflect vulnerabilities within families.

Health insurers and pension providers are receiving the poorest reviews from customers.