Mark Greenwood: How to deliver good outcomes for vulnerable clients
A level playing field
"Firms themselves may also inadvertently add to stresses which exacerbate vulnerability through the systems and processes they adopt, potentially creating consumer detriment." - Mark Greenwood
When it comes to vulnerability, are you providing fair treatment to all clients? Mark Greenwood looks at the issues and shares insight on how to conduct business with care and consideration
Consumer vulnerability has been a topic of discussion over many years, but the Financial Conduct Authority's (FCA) guidance paper in mid-2019 made it clear that vulnerability is very firmly in the regulator's...
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Citimark takes over Trigon's financial planning arm
Adds £60m of assets
Chancellor promises to pay self-employed 80% of average monthly profits
Up to £2,500 a month
