Gary Kershaw: Stay alert on vulnerability
Strong relationships are key
Gary Kershaw: "The dual factors of people living longer and being able to access their pension funds earlier have created an imperfect storm that is not going away anytime soon. "
Vital as it is to demonstrate compliance with the regulations on protecting vulnerable clients, writes Gary Kershaw, the FCA's guidelines really formalise the warning signs advisers should be adept at reading
If you have read Ken Davy's thoughts on the FCA's recent paper, Ageing Population and Financial Services, you will be more than aware of the reasons why the elderly are the most recent group to be classified...
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