06 October 2025 The Coffee Debate: What It Taught Me About Mass Personalisation in Financial Services The Coffee Debate: What It Taught Me About Mass Personalisation in Financial Services The most... Wealth
17 September 2025 Transfers: Why Are We Still Making It So Hard? Transfers: Why Are We Still Making It So Hard? If there’s one thing that’s followed... Wealth
13 May 2025 What are the benefits to analysing the target market and customer base? The FCA’s Vulnerability Review has given us some much-needed insight into how well firms are... Consumer Duty
02 May 2025 How will I know my customer is vulnerable? How will I know my customer is vulnerable?… The FCA’s recent Vulnerability Review highlighted that... Consumer Duty
14 October 2024 Joining the vulnerabilities dots… Customer vulnerabilities are a hot topic under Consumer Duty. The FCA wants better consumer outcomes... Consumer Duty
22 November 2023 Vulnerability Campaign: Utilising tech and AI [pdf-embedder url=”https://www.simplifyconsulting.co.uk/wp-content/uploads/2023/11/Tech-and-AI-Interview.pdf” title=”Tech and AI Interview”] Natasha Bridgewater Wealth Consultant Latest News
20 November 2023 Vulnerability Campaign: Customer-Centric Process Design Well-known and hotly anticipated regulation changes this year saw the pre-existing Vulnerable Customer Guidance form... Latest News
10 March 2022 Treating Vulnerable Customers Fairly: As words slowly turn into action, do firms have the right business models to recognise vulnerable customers? It’s now been 1 year since the FCA published their final guidance on the fair... Latest News
