Templates
Vulnerability Assessment Toolkit
Toolkit to map customer vulnerability characteristics, tailored support actions, and outcome MI tracking.
XLSXvulnerability • consumer duty • template
What's inside
- •Dashboard aggregates customer counts by vulnerability segment and flags overdue support actions.
- •Assessment tab records triggers, customer needs, actions taken, and follow-up dates.
- •README tab covers Consumer Duty expectations and how to evidence support journeys.
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