Understanding vulnerability: the broker survey

We’re inviting you to take part in the 2025 Understanding Vulnerability Survey, a follow-up to the survey conducted in November 2024.

Help shape the future of vulnerable customer support!

This short survey is your opportunity to share your experiences and insights about working with customers in vulnerable circumstances.

Your feedback will directly inform how lenders, trade bodies and the wider industry can better support you and help improve consumer journeys and outcomes.

Why get involved?

  • Quick and easy – takes less than 10 minutes to complete
  • Completely anonymous – Speak freely and honestly
  • Industry-backed – With input from Nationwide, Santander, Metro Bank, London & Country, Alexander Hall, Coreco, Twenty7Tec, SimplyBiz, and the Association of Mortgage Intermediaries (AMI)
  • Independently published results –Impartial findings published by Smart Money People.

Your voice matters. Whether you’ve taken the survey before or this is your first time, your contribution will help build a clearer, stronger approach to vulnerability in the mortgage process.

Get involved and complete the survey now. The survey closes on the 15th of August.

Thank you for helping to improve outcomes for vulnerable customers.