Supporting Vulnerable Clients


MON, 15 FEB 2021

The 2020 Financial Lives Survey indicated that 46% of UK adults could be considered vulnerable, and even more so since the pandemic took hold in March last year.

Vulnerability is consequently a key area of focus for the FCA and they’re understandably insistent that advisers treat their clients right. So is your business prepared?

In this podcast our Director of Marketing, Stephen Wynne-Jones, speaks to Bradley Thompson from our Customer Experience team. Bradley is our vulnerable customer expert and has literally championed this important subject throughout our firm.

Bradley provides guidance on how advisers and paraplanners can spot the signs of vulnerability, and tips for how to help support any clients who could be considered vulnerable.

Click below to listen:

*For financial advisers and paraplanners only*

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