Working with Vulnerable Clients

Wednesday, 09 December 2020
10:30 am – 11:30 am (UK time)
    • Jan Holt, Strategic Relationship Manager, Scottish Widows

In this live webinar, our speaker will cover the key indicators of vulnerability, and share their thoughts on how best to create good outcomes for those in vulnerable circumstances.

The FCA estimate that almost 50% of us display one or more characteristics that signal our potential vulnerability.

With the regulator consulting on guidance to ensure the fair treatment of vulnerable customers, we are delighted to discuss this topic.

CPD structured learning outcomes - By the end of this session, you’ll be able to:

  • Understand what vulnerability is and how it can result in client detriment
  • Consider how you might identify vulnerability within your client base
  • Identify what you can do to best support those in vulnerable situations

Log in details will be emailed nearer to the event.

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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.