Support for clients with disabilities not 'broad enough' in financial advice

Evidence of ‘massive improvements’ but there’s still more to do

Sophia Panayi
clock • 6 min read

While there have been improvements to accessibility in financial advice, advisers discuss the challenges they face serving clients with disabilities and how the profession can improve for these clients. Sophia Panayi finds out more…

Clients with vulnerabilities have been a focus in the profession recently, with questions being raised over accessibility in advice for those with disabilities. Although financial advice can be beneficial to those with disabilities, it is not always accessible, with both physical and mental barriers in the way for some. A report from City Hive, Financial Inclusion & Disability: Rebuilding trust in financial services, surveyed 1,011 people, with 54% (506) self-identifying as being disabled. Some 19% of the disabled people polled said they wished they had received financial advice in...

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