Consumer Duty Vulnerability Assessment Builder

Map vulnerable customer segments to the FCA Consumer Duty four outcome areas and identify treatment gaps. Produces a RAG-status outcome × vulnerability driver matrix, gap list, and required actions aligned to PS22/9 and FG21/1.

FCA PS22/9 FG21/1 Vulnerable Customers CONC Policy Mandate Export Client-Side · Zero PII

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Product & Service Configuration

Product / Service Type

Escalation Process for Vulnerable Customers

Yes — documented process Partial — informal only No

Customer Segment Mix (% of customer base — adjust sliders)

Elderly / Over-75

15%

Low Income / Financial Stress

20%

Limited English Proficiency

10%

Mental Health / Cognitive

12%

Accessible Format Options Offered

Outcome Coverage Matrix (RAG)

Consumer Duty Outcome	Elderly / Over-75	Low Income / Financial Stress	Limited English	Mental Health / Cognitive	Overall RAG

Identified Gaps

Required Actions (PS22/9 aligned)

Markdown Report