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.

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

Supporting customers with mental health problems through the energy crisis: A practical guide for energy [...]

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

The Equality Act and Mental Health: A practical guide for essential services firms  2 March [...]

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.

Best practice checklist: employers

Best practice checklist: employers 3 February 2021 Two thirds of employees who are struggling financially report [...]

Best practice checklist: Debt advice providers

Best practice checklist: Debt advice providers 28 July 2020 Half of people in problem debt [...]

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

The need to know: Understanding and evidencing customers’ mental health problems A guide for creditors [...]

Best practice checklist: social landlords

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

Best practice checklist: banks and current account providers

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

Best practice checklist: credit card providers

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

Best practice checklist: credit reference agencies

Best practice checklist: Credit Reference Agencies 14 June 2017 People with mental health problems are […]

Best practice checklist: insurers

Best practice checklist: insurers 14 June 2017 People with mental health problems report that they struggle […]

Best practice checklist: telecoms providers

Best practice checklist: telecoms providers 14 June 2017 People with mental health problems are three times […]

Best practice checklist: energy and water suppliers

Best practice checklist: energy and water suppliers 14 June 2017 People with mental health problems […]

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