Supporting Vulnerability💜

Who Is A Vulnerable Customer?

A vulnerable customer is someone who, due to their personal situation, may need extra support to make the right financial decisions. This could be short-term or long-term. 

Examples include:

• A physical or mental health condition
• A recent bereavement or job loss
• Financial worries or low income
• Caring responsibilities or family challenges
• Difficulty understanding financial products
• Struggles with confidence, digital access or communication