'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...

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