'Widen your perspective of what vulnerability means' - Martin Lines

CISI Financial Planning conference

Sophie King
clock • 1 min read

Advisers must widen their perspective of what it means to be a vulnerable client, Just business development director Martin Lines has said.

Speaking at the Chartered Institute for Securities & Investments (CISI) annual financial planning conference in Birmingham, Lines said vulnerable clients are not just those who are elderly and suffering from illnesses, such as dementia, arguing the definition of vulnerability has not been thoroughly considered. "Clearly vulnerability is something that can happen at any stage of life," he said. "We can be very closed in terms of who we think a vulnerable consumer is." Lines told the audience that vulnerabilities can be an amalgamation of things: "Vulnerabilities don't tend to be just o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

UK IFA deal numbers hit 'new peak' in 2025

UK IFA deal numbers hit 'new peak' in 2025

Deals rose from 50 to 133 between 2020 and 2025

Sophia Panayi
clock 12 May 2026 • 4 min read
Phillip Wickenden: The political map has been redrawn

Phillip Wickenden: The political map has been redrawn

'The market is not pricing personalities. It is pricing discipline'

Phillip Wickenden
clock 11 May 2026 • 6 min read
Why the end of paper shareholdings matters now

Why the end of paper shareholdings matters now

‘There is still time before the 2027 deadline’

Ben Rogers
clock 11 May 2026 • 4 min read