Vulnerability: meeting expectations and achieving outcomes

Reports | 05/03/21

Recently, the FCA published its final guidance for firms on helping vulnerable customers. The Money Advice Trust has published a paper to help firms turn their attention to planning the practical steps they need to continue taking based on the finalised guidance.

The paper ‘Vulnerability: meeting expectations and achieving outcomes’ is designed to be a helpful starting point. The paper goes through each key expectation on vulnerability and outline what this means for firms firm, what action firms can take to meet the regulator’s expectations and ultimately achieve positive outcomes for vulnerable customers and businesses.

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