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.
Best practiceA best practice guide for insurers: Supporting customers with mental health problems
March 29, 2023
Making it easier for consumers to disclose a mental health problem
November 09, 2022
A guide for energy firms on supporting customers with mental health problems
April 20, 2022
The Equality Act and Mental Health: A practical guide for essential services firms
March 02, 2022
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, 2021The need to know: Understanding and evidencing customers’ mental health problems
February 19, 2020
Best practice checklist: social landlords
Best practice checklist: social landlords 17 April 2018 One in three social housing tenants in rent
April 16, 2018Best 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