A key part of any consumer vulnerability policy is assessing and recording a client’s vulnerability. But doing this consistently can be difficult so we’ve developed a Client Wellbeing Checklist template to help make it easier.
Just: How do you asses and record vulnerability?
By Matthew Albutt|2020-09-17T10:45:29+01:00September 17th, 2020|09. September, 18, 2020, Mortgage, Provider News|0 Comments