Vulnerable clients the focus of new Quilter adviser offering

Offering comes as the FCA’s Consumer Duty deadline approaches

Isabel Baxter
clock • 1 min read

Quilter has introduced three new features to increase the support its financial advisers provide to potentially vulnerable clients.

Professional Adviser has been told that financial advisers can now, where appropriate, inform Quilter via its investment platform of any additional needs a customer has, for example, the need to speak more slowly on the phone, so the service can be more tailored to the client. Quilter has also launched a new client facing ‘additional needs' online support to help them explore the support on offer for people with additional needs. Finally, the firm has also introduced a ‘tell us once' service so when a client tells one area of the business about any additional support they need, it is ...

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