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MorganAsh data reveals large variation in consumer vulnerability across key sectors

| MorganAsh in the media

Originally published in BestAdvice

Firms using vulnerability assessments for Consumer Duty compliance are identifying a large variation in vulnerability across the industry’s key sectors, the latest data from the MorganAsh Resilience System (MARS) has revealed.

MARS users identify similar number of vulnerable people as FCA, MorganAsh data reveals

| MorganAsh in the media

Originally published in IFA Magazine

Firms using vulnerability assessments for their Consumer Duty compliance are identifying a similar proportion of vulnerable clients as the FCA’s own findings, new data from the MorganAsh Resilience System (MARS) can reveal.

When to be proactive or reactive when undertaking vulnerability assessments

| MorganAsh in the media

Originally published in The Intermediary

Financial services firms implementing Consumer Duty have differing views on whether to assess vulnerability proactively or reactively.

Broker mandates vulnerability checks as FCA warns of weak identification

| MorganAsh in the media

Originally published in The Intermediary

A mortgage and protection brokerage in Liverpool has mandated the completion of vulnerability assessments for all customers, as the FCA warns financial services of “weak identification” of vulnerable clients.

Are banks and lenders going far enough on vulnerability?

| MorganAsh press release

With the arrival of Consumer Duty – which came into force back in July – all areas of financial services are considering how to best identify and look after vulnerable clients.

I’m a training evangelist, but it’s not a silver bullet for Consumer Duty

| MorganAsh in the media

Originally published in Financial Reporter

When it comes to applying training as the sole solution to assessing customers’ vulnerability for Consumer Duty, I’m really forced to say, “Woah there!”

James Sharp adopts MARS platform from MorganAsh to help manage consumer vulnerability

| MorganAsh press release

Wealth management firm James Sharp has implemented the MorganAsh Resilience System, to assess, measure and report on their customers’ vulnerability, in line with the Consumer Duty requirements.

MorganAsh adds triage service for annuities to MARS vulnerability tool

| MorganAsh press release

MorganAsh has added a new triage service to its MARS vulnerability software, to help financial advisers identify when to obtain an annuity quotation for a client.

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