Smart Money People Vulnerability Survey for Intermediaries

We’d like to invite you to take part in a survey organised by Smart Money People about understanding the challenges brokers and lenders face in identifying and supporting vulnerable mortgage customers.

The anonymous questionnaire can be accessed here and will be open for two weeks. 

Smart Money People are managing the survey and results to ensure an independent process.

The survey aims to gather insights from brokers on how well-equipped they feel in dealing with vulnerable clients and what support they need from lenders. It should provide the industry with a "clear direction" on how to identify and support vulnerable clients and create a more inclusive and supportive mortgage process. 

The results will be shared with the wider marketplace, including industry bodies such as the BSA and the IMLA, to help create educational resources for brokers and lenders.
 

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