In response to the FCA's guidance on vulnerable customers, the Personal Finance Society has told advisers that rising to the challenge of serving vulnerable clients cannot be a "one-off process".
PFS chief executive officer Keith Richards (pictured) said there is no single approach to take for vulnerable clients because "vulnerability comes in many forms". On Tuesday (23 July) the regulator...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'