TISA - Tax Incentivised Savings Association - Project

Vulnerable Customers Working Group

Vulnerable Customers Working Group

The Vulnerable Customers Working Group aims to raise awareness amongst financial firms of the needs of vulnerable people, and the regulatory requirements. The group provides a supportive environment to discuss issues concerning vulnerability and develop initiatives to support members in improving their practice.

Areas of focus
Development of a self-assessment tool to allow firms an understanding of how they can improve their practice and establish priorities
Raise awareness amongst members of issues faced by various categories of vulnerable customers.


If you are a TISA member, and would like to get involved with the Vulnerable Customers Working Group, please get in touch at engagement@tisa.uk.com