Financial Services Risk Assessment Templates
Offices and client‑facing work: templates for DSE, lone working, slips and site visits. Edit online, add your arrangements and download a neat PDF for managers and teams.
A structured risk assessment helps keep your financial services activities safe and compliant.
Each template below opens in our online wizard, where you can customise the hazards, benefits, and control measures to suit your setting. You’ll also have access to our built-in Benefit and Hazard Bank – a curated library of common risks and positive outcomes for specific activities, ready to add to your assessment with a single click.
Activity Ideas for Financial Services
The Risk Assessment Wizard includes ready-made hazard and benefit suggestions tailored for financial services activities. Here are some examples to get you started:
