PA360 Digital: Covid-19 crisis highlights vulnerable client policy importance
Martin Lines outlines key issues
Martin Lines: "Reviewing client situations is really important."
Building vulnerability polices into the advice process is essential to ensure good client outcomes, especially during the current coronavirus pandemic, according to Just business development director Martin Lines.
Speaking at PA360 Lines said the vulnerable client agenda had been on the regulator's watch list since 2015 and was increasingly important as clients navigate life during the pandemic. He explained...
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