How are advisers looking after vulnerable clients in lockdown II?

'All about communication'

"We are encouraging every adviser to think about vulnerability in a different way because it is not always evident or visible" - PFS chief executive Keith Richards.
"We are encouraging every adviser to think about vulnerability in a different way because it is not always evident or visible" - PFS chief executive Keith Richards.
  • Stephen Little
  • LinkedIn  
0 Comments

The first lockdown earlier this year brought advisers' vulnerable clients into greater focus. After methods and frequencies of communication have developed throughout this year, Stephen Little talks to a number of advisers about how they are helping vulnerable clients as we enter a second national lockdown...

The Covid-19 crisis has had a huge impact on society and in response many financial advisers are adapting their services after learning from the first nationwide lockdown. The FCA recently published...

More on Your profession

More news