vulnerable customers

Caring about Equality

Adviser / Broking

Caring about Equality

Lessons from Rogers v Wills for financial advisers

clock 13 June 2025 • 4 min read
Caring responsibilities key customer vulnerability

Adviser / Broking

Caring responsibilities key customer vulnerability

MARS data

clock 04 June 2025 • 1 min read
Wills law reform: Why advisers must stay informed

Individual Protection

Wills law reform: Why advisers must stay informed

Implications for protection

clock 30 May 2025 • 6 min read
The COVER Review: Financial vulnerability, provider updates and renters

Insurer

The COVER Review: Financial vulnerability, provider updates and renters

Week commencing 19 May 2025

clock 23 May 2025 • 1 min read
LV= reports increase in mental health support

Insurer

LV= reports increase in mental health support

61% increase year-on-year

clock 21 May 2025 • 2 min read
IPTF adds Empath_AI to membership

Income Protection

IPTF adds Empath_AI to membership

Detection of mental health vulnerabilities

clock 12 May 2025 • 2 min read
Finding protection for clients with health conditions is challenge for advisers

Adviser / Broking

Finding protection for clients with health conditions is challenge for advisers

The Exeter research findings

clock 09 May 2025 • 1 min read
SM Advice adds sign language translation to offering

Adviser / Broking

SM Advice adds sign language translation to offering

Aims to tackle financial exclusion

clock 06 May 2025 • 2 min read
1.5 million NHS appointments saved amid app reform

Individual Protection

1.5 million NHS appointments saved amid app reform

87% of hospitals offering services through NHS App

clock 28 April 2025 • 3 min read
MorganAsh adds customer support tracking to MARS

Technology

MorganAsh adds customer support tracking to MARS

Recording suggested next steps

clock 24 April 2025 • 2 min read