Vulnerability in Fact Find

Currently there is no Vulnerability section to the existing Fact Find.

Now we have moved to Plannr Fact Finds it has become clear that there is important information missing. Vulnerability is incredibly important when considering advice and under Consumer Duty firms must evidence that they have identified and considered it.

This should be enabled within the Fact Find, ideally in the Health or Personal Details sections, to ensure consistency, compliance and better client outcomes.