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Complete toolkit for identifying, supporting, and monitoring outcomes for vulnerable customers with TEXAS model checklists and staff guidance.
A comprehensive framework pack for identifying, supporting, and monitoring outcomes for vulnerable customers. This pack provides the tools, checklists, and templates needed to embed vulnerable customer considerations across your organisation, from frontline staff interactions through to board-level reporting on outcomes.
Systematically identify vulnerability indicators using proven frameworks
Equip frontline staff with practical conversation guidance
Track and evidence reasonable adjustments for regulatory scrutiny
Monitor outcomes for vulnerable customers vs general population
Support Consumer Duty compliance for cross-cutting rules
Build staff competency through structured training assessment
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Structured form for capturing customer needs, circumstances, and support requirements.
Enables systematic capture of customer information to inform appropriate adjustments and support.