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Course: Supporting Vulnerable Customers in Prope...
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Supporting Vulnerable Customers in Property Transactions – England

Text lesson

Lesson 5 – Dynamic Risk Assessment

Lesson overview

A dynamic risk assessment is a continuing assessment made as circumstances change. It complements—rather than replaces—the company’s formal risk assessment.

Lesson content

5.1 The PAUSE approach

Employees can use the following process:

  • P – Pause: Stop before entering or continuing.
  • A – Assess: Identify what has changed or appears unsafe.
  • U – Understand: Consider who may be harmed and how.
  • S – Select: Choose an appropriate control or safer alternative.
  • E – Exit or escalate: Leave and contact a manager if the risk remains unacceptable.

5.2 Warning signs

Warning signs may include:

  • The attendee does not match the booking details.
  • Unexpected people are present.
  • A person appears intoxicated or under the influence of drugs.
  • Shouting, threats or arguments can be heard.
  • Someone attempts to lock or block a door.
  • The employee is encouraged to enter an isolated area.
  • A weapon or suspected weapon is visible.
  • Signs of forced entry or criminal activity are present.
  • Dangerous animals are not controlled.
  • Serious structural, electrical, fire or environmental hazards exist.
  • The employee experiences persistent unwanted or inappropriate behaviour.

5.3 Maintaining an exit route

Employees should:

  • Allow the customer to enter rooms first where appropriate.
  • Remain aware of exits.
  • Avoid entering confined spaces unnecessarily.
  • Avoid allowing anyone to stand between them and the exit.
  • Keep a suitable distance from aggressive individuals.
  • Leave doors unlocked where safe and permitted.
  • Never surrender a telephone or vehicle keys on request unless necessary to prevent immediate harm.

5.4 Authority to stop

Employees are authorised to:

  • Refuse entry to an unsafe property.
  • End an appointment.
  • Leave without completing the inspection or viewing.
  • Move the meeting to a safer location.
  • Request assistance.
  • Rearrange the appointment with additional controls.

Employees should not enter a property where serious hazards or suspected criminal activity create an unacceptable risk.