In February 2021 the FCA published “Guidance for firms on the fair treatment of vulnerable customers”, which includes those impacted by life events such as bereavement. The guidance advocates “having systems in place that minimise the number of times a customer must inform firms about their vulnerability. For example, a “Tell Us Once” style process where customers can notify a firm of a bereavement just once.” This is exactly what Settld does, across multiple service providers.