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.
Stephen Gay, Policy Team Manager leads on this work at TISA.
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.
Firms who are members of/participating
Chair: Anthony Scammell, Quilter
Altus Ltd
Aviva
Brewin Dolphin
Fidelity
Invesco
Janus Henderson
Lending Works
Lloyds
M&G Investments
Nationwide
NS&I
Quilter
OneFamily
Northern Trust
PSigma
SS&C DST
Santander
Sopra Steria
Thesis
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