Comentis

Seven simple tips if an adviser suspects cognitive decline in a client...

'Identification. Action. Reporting – don't delay'

'Identification. Action. Reporting – don't delay'

'The truth is that vulnerability is a broad spectrum'

'Most firms are now heading in the right direction with their vulnerability processes'

FCA could take ‘appropriate regulatory action' in H1

'Relying on the adviser to spot the signs personally is unquestionably impractical'

Never been more crucial to address client vulnerability effectively

Identifying and supporting vulnerable clients is difficult

'Time and again, we have seen that self-identification simply doesn't work'