Jenny Cadman: Advisers going above and beyond for vulnerable clients

Good works

clock • 4 min read

Jenny Cadman reflects on the sterling work advisers are doing for vulnerable clients and highlights their "energy and innovation" when dealing with difficult cases

"I recently helped a customer who felt like they had nowhere to turn." That phrase will likely ring a bell with many financial advisers who have been approached to help someone whose circumstances have taken a turn for the worse. Financial services firms are under increasing scrutiny from the Financial Conduct Authority to ensure vulnerable customers are identified and given the support to ensure they are not disadvantaged. With such large numbers involved - nearly 28 million people display characteristics of vulnerability, according to the regulator - it can be easy to lose sight o...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Bank return to advice is a rare case of sequel eclipsing original

Bank return to advice is a rare case of sequel eclipsing original

‘Most banks and financial advisers will be serving vastly different customer bases’

Mark Glover
clock 21 April 2026 • 5 min read
FCA urges principal firms to strengthen inactive AR oversight

FCA urges principal firms to strengthen inactive AR oversight

Gaps in governance, reporting, and consumer protection

Isabel Baxter
clock 21 April 2026 • 3 min read
Francis Clark Financial Planning achieves B Corp status

Francis Clark Financial Planning achieves B Corp status

Certification marks ‘important milestone’

Sophia Panayi
clock 21 April 2026 • 1 min read