Financial Vulnerability Charter & Taskforce
LIFT-Financial Group are proud to be committed to the Financial Vulnerability Taskforce Charter and have our own in-house team dedicated to this area.
What is the Financial Vulnerability Taskforce?
The Financial Vulnerability Taskforce is an independent representative body whose ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of the delivery of professional services to those who find themselves in vulnerable circumstances. The Financial Vulnerability Taskforce is part of the Consumer Duty Alliance Community Interest Company.
What is its Charter?
At the heart of this initiative is a Charter which underpins the work of the Taskforce and sets out how professionals who commit to it are expected to work with customers in vulnerable circumstances. By committing to the Charter, a professional services firm or individual is committing to use their best endeavours to provide you with a service that recognises your unique circumstances and delivers the same outcomes that you would expect if you were not in vulnerable circumstances.
