News from MorganAsh
Press releases from MorganAsh and coverage in the media about us, our products and services.
MorganAsh partners with FWD Research to support firms in meeting Consumer Duty vulnerability requirements
MorganAsh, a specialist in vulnerable consumer management to the financial services and utilities sectors, has partnered with FWD Research to further assist firms in meeting the vulnerability requirements of Consumer Duty.
MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh, a specialist in vulnerable consumer management to the financial services and utilities sectors, has partnered with FWD Research to further assist firms in meeting the vulnerability requirements of Consumer Duty.
Without smart technology, significant consumer vulnerabilities go unnoticed, says MorganAsh
As with all types of consulting business, financial advisers – not incorrectly – believe that they know their customers. After all, they may have worked with a client for years, watched their families grow up and have their own families. But, according to consumer vulnerability specialists MorganAsh, like vulnerabilities themselves, ‘knowing someone’ isn’t binary.
Johnny Timpson joins MorganAsh as chairman
He succeeds Jim Randal, who stepped down after chairing MorganAsh since its inception in 2004.
Signposting vulnerable consumers is not enough to avoid potential harm, warns MorganAsh
Signposting a vulnerable client to a different organisation for help is not enough to avoid potential harm and to meet Consumer Duty requirements, a vulnerability expert has warned.
MorganAsh data reveals large variation in consumer vulnerability across key sectors
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
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.
Broker mandates vulnerability checks as FCA warns of weak identification
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.
James Sharp adopts MARS platform from MorganAsh to help manage consumer vulnerability
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 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.
MorganAsh adds protection triage service to MARS vulnerability tool
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.
MorganAsh and Investor in Customers partner to provide Consumer Duty reports
MorganAsh and Investor in Customers have partnered to provide firms with reports to meet the needs of Consumer Duty.
MorganAsh adds nurse support services to MARS vulnerability tool
Vulnerability specialist MorganAsh has added a new nurse support service to the MorganAsh Resilience System (MARS), to assist advisers in providing help to highly vulnerable clients.
MorganAsh enhances vulnerability management by integrating Inbest benefits calculator
MorganAsh has embedded the Inbest benefits calculator directly within the MorganAsh Resilience System (MARS), to ease and simplify the process of checking whether any benefits are available to a consumer.
The capability of consumers to engage has been identified as the largest area of vulnerability, according to the latest results from the MorganAsh Resilience System (MARS).
The capability of consumers to engage has been identified as the largest area of vulnerability, according to the latest results from the MorganAsh Resilience System (MARS).
Consumers open to revealing health and lifestyle issues, MorganAsh data reveals
Consumers are more open to answering personal questions about their health and lifestyle than is generally believed, new data from the MorganAsh Resilience System (MARS) can reveal.
Comment from MorganAsh - ONS consumer price inflation figures 18 April 2023
Following the release of the latest ONS consumer price inflation figures, we have a comment from MorganAsh.
Training for vulnerability is not enough to meet Consumer Duty, says MorganAsh
Training frontline staff and advisers to identify and manage vulnerabilities is not enough to meet the upcoming Consumer Duty regulations, a leading vulnerability expert has warned.
Comment from MorganAsh - interest rate rise 22 March 2023
Following the Bank of England’s announcement to raise interest rates from 4% to 4.25%, we have a comment from MorganAsh.
MorganAsh brings new upgrades to MARS vulnerability tool ready for Consumer Duty
With just a few months to go until Consumer Duty comes into force, MorganAsh has announced a raft of new upgrades to its vulnerability tool for advisers.