News from MorganAsh
Press releases from MorganAsh and coverage in the media about us, our products and services.
Latest news
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.
Vulnerability training is not enough
| MorganAsh in the media
Originally published in FT Adviser
In the drive to identify and manage vulnerable consumers, many firms have directed effort towards training frontline staff. Why does training not work, or at least not work to anything like the expected degree?
MorganAsh adds protection triage service to MARS vulnerability tool
| MorganAsh press release
MorganAsh has added a new triage service to its MARS vulnerability software, to help mortgage advisers to identify and assess the protection needs of their clients.
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