Resource Library

Welcome to The Library: an area where you will find a growing resource of useful information related to Vulnerability.

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The Charter

Articles written by the Financial Vulnerability Taskforce that expand and relate to each of the 9 principles in the Charter.

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• Principle 1: Knowledge is Power (that should never be abused)

• Principle 2: What does use ‘best endeavours’ mean in practice?

• Principle 3: How can I recognise vulnerability?

• Principle 4: Treating Customers Fairly in practice

• Principle 5: Who are you calling Vulnerable?

• Principle 6: What does ‘heightened professional obligation’ mean in relation to clients in vulnerable circumstances?

• Principle 7: Why should your approach to vulnerability be such that it is simply part of your normal processes; and how might you achieve that?

• Principle 8: Awareness and Training

• Principle 9: What to do if you think you client may be being abused?
   

Third Party specialist content

Scams

• Friends Against Scams website

• Friends Against Scams Protection From Scams Guide (PDF)

• Financial Scamming Defining Terms 

• Financial Scamming and Fraud

• Age UK Scam Prevention and Support toolkit 

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Abuse and coercion

• Money Advice Service: Protection Against Financial Abuse

Decision making

• Advance Care Planning 

• Advance Decisions to Refuse Treatment

• Next of Kin: Understanding decision-making authorities

• Next of Kin video by Professor Keith Brown

• National Mental Capacity Act Competency Framework

• Guidance on the use of the Mental Capacity Act for decisions regarding clinical treatment and care: An introduction

• The Mental Capacity Act requirements for clinical decisions regarding treatment and care

• The Mental Capacity Act requirements when an individual lacks the mental capacity to consent to treatment and care
   

Safeguarding

• Safeguarding practice for those at risk of financial abuse from scamming
   

Regulatory commentary

• FCA: Guidance for firms on the fair treatment of vulnerable customers

• FCA: Treating Vulnerable Customers Fairly

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Publications by the Financial Vulnerability Taskforce

• ​APPG Report - Theft and Fraud within Families