BEST PRACTICE Guides to improving emotional and financial wellbeing

People with mental health problems are three times as likely to be in financial difficulty. Service providers have the power to dramatically improve the financial and emotional wellbeing of their customers by introducing new tools, settings and processes that help customers with mental health problems manage money successfully. This page is an evolving hub of vulnerable customer best practice guides which support firms to do just that.

Supporting vulnerable customers

Making it easier for consumers to disclose a mental health problem

November 09, 2022

Best practice

A guide for energy firms on supporting customers with mental health problems

April 20, 2022

Best practice

The Equality Act and Mental Health: A practical guide for essential services firms

March 02, 2022

Best practice

Best practice guide for banks and building societies: Gambling

Our best practice guide for banks and building societies sets out how you can support customers experiencing gambling harm.

July 20, 2021
Best practice

Best practice checklist: employers

February 03, 2021

Best practice

Best practice checklist: Debt advice providers

July 29, 2020

Best practice

The need to know: Understanding and evidencing customers’ mental health problems

February 19, 2020

Best practice

Best practice checklist: social landlords

Best practice checklist: social landlords 17 April 2018 One in three social housing tenants in rent

April 16, 2018
Best practice

Best practice checklist: banks and current account providers

Best practice checklist: banks and current account providers 14 June 2017 People with mental health problems

June 14, 2017
Best practice

Best practice checklist: credit card providers

Best practice checklist: credit card providers 14 June 2017 People with mental health problems are

June 14, 2017

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