Professional indemnity insurance provider BareRock has agreed a strategic partnership with duty of care assessment specialist Comentis to support clients in identifying and managing their risk in relation to vulnerable customers.

John Netting, COO of BareRock, said: "Supporting well-managed advice firms is at the core of our mission here at BareRock. Comentis helps reduce PII risk by providing an objective, clinically validated audit trail of vulnerability assessments. This documentation is particularly valuable when defending against future complaints, for example where beneficiaries retrospectively question past advice given to vulnerable clients.

“The system's consistent approach to documenting vulnerability and support measures creates strong evidence of appropriate client treatment and regulatory compliance. This, in turn, strengthens a firm’s position against complaints, whilst also helping to prevent unsuitable advice through early vulnerability detection.”