'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

High performing advice firms generating 16% more revenue

High performing advice firms generating 16% more revenue

Dimensional Fund Advisors reveals

Sophia Panayi
clock 08 October 2026 • 2 min read
This time: 'A drastic fiscal situation may necessitate drastic action'

This time: 'A drastic fiscal situation may necessitate drastic action'

'This time it feels like something significant may happen'

Chris Jones
clock 08 October 2026 • 5 min read
Holistic advice is the 'key' to disability support

Holistic advice is the 'key' to disability support

Accessibility issues to advice remain

Sophia Panayi
clock 07 October 2026 • 3 min read