PFS encourages advisers to sign up to new financial vulnerability charter
Nine core pledges
Advisers who wish to adopt the taskforce charter must complete an online application form.
The Personal Finance Society has created a new financial vulnerability charter, along with an independent taskforce, which it is encouraging advisers to sign up to.
The taskforce's aim is to support the advice profession to "better recognise and address the various forms of consumer vulnerability, improve client outcomes and increase access to financial advice," the...
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