'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

IWD 2026: Women, wealth and planning for the long term

IWD 2026: Women, wealth and planning for the long term

International Women's Day 2026 takes place on 8 March

Anna Murdock
clock 06 March 2026 • 4 min read
Tackling the biggest challenge facing financial services in the UK

Tackling the biggest challenge facing financial services in the UK

'Trust in financial services is slipping'

Professional Adviser
clock 04 March 2026 • 4 min read
'No news is good news': Spring Statement stability welcomed

'No news is good news': Spring Statement stability welcomed

‘This was a low-key event, especially for pensions’

Jenna Brown
clock 03 March 2026 • 4 min read