Meeting the Needs of Vulnerable Clients

As per their recent press release the FCA has launched a consultation on proposed guidance for firms on the fair treatment of vulnerable customers.

The Insurance Institute of Aberdeen have teamed up with Just , Alzheimer Scotland and local charity Forget Me Not Club to put on this session, the purpose of which is to provide some assistance in helping CII members to support their clients.

Bacon rolls and coffee will be served on arrival between 08:30 and 09:00 with the session concluding at 12:00. To secure a place at this session, the cost of which is £10, please follow the link below.

1. Vulnerability Session – 45 mins (Structured CPD)

2. Interactive session covering Vulnerability case studies – 30 mins (Structured CPD)

   • Learning Outcomes

     • Outline FCA research and publications about vulnerable consumers

     • Consider the issues that arise when consumers find themselves in vulnerable circumstances

     • Identify what changes to policy and process might need to be made when working with vulnerable consumers

3. Dementia Friends Champion Session (interactive) – 1 hour (Unstructured CPD)

4. Forget Me Not Club – 30 mins (Unstructured CPD)