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

PA Asks: Most industry professionals 'somewhat confident' in their cybersecurity

PA Asks: Most industry professionals 'somewhat confident' in their cybersecurity

'Attacks are becoming ever more sophisticated’

Sahar Nazir
clock 28 October 2025 • 2 min read
Paper communications 'no longer acceptable' as HNW clients demand apps

Paper communications 'no longer acceptable' as HNW clients demand apps

Moneyinfo: Mobile engagement higher than desktop usage

Sahar Nazir
clock 28 October 2025 • 2 min read
Who gets the dog? Helping divorcing clients navigate pet custody

Who gets the dog? Helping divorcing clients navigate pet custody

Pet nuptial agreements explained

Victoria Emens and Vanessa Gardiner
clock 28 October 2025 • 5 min read