'Trust and identification is key with vulnerable clients' - Age UK

Crisis exacerbates vulnerabilities

Joel Lewis: "People often don’t see themselves as vulnerable, which means firm support for vulnerable customers needs to be positioned as part of their standard offer."
Joel Lewis: "People often don’t see themselves as vulnerable, which means firm support for vulnerable customers needs to be positioned as part of their standard offer."
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Advice firms should devote additional resources to identifying and addressing the needs of vulnerable customers during the pandemic, a leading charity for older Britons has said.

Age UK, which helps older people access financial and social support, spoke at Personal Investment Management and Financial Advice Association's (PIMFA) virtual fest about the growing cohort of vulnerable...

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