vulnerable clients

Number of highly vulnerable clients slides

Your profession

Number of highly vulnerable clients slides

Dynamic Planner research finds

clock 27 June 2025 • 2 min read
Most advisers consider fewer than 10% of their clients as vulnerable

Your profession

Most advisers consider fewer than 10% of their clients as vulnerable

Focus on vulnerable clients remains on FCA’s radar

clock 03 June 2025 • 1 min read
Vulnerability lens: Everything IFAs need to know about cognitive decline

Your profession

Vulnerability lens: Everything IFAs need to know about cognitive decline

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

clock 16 May 2025 • 3 min read
The Vulnerability Review: A reflection on the FCA findings and addressing the elephant in the room

Regulation

The Vulnerability Review: A reflection on the FCA findings and addressing the elephant in the room

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

clock 02 April 2025 • 3 min read
Professional Adviser TV: The key to cracking vulnerability

Your Business

Professional Adviser TV: The key to cracking vulnerability

Consumer Duty Alliance CEO joins PA to shed light on the FCA’s vulnerable customer findings

clock 14 March 2025 • 1 min read
Vulnerable clients: FCA vows to take action on persistent poor outcomes

Regulation

Vulnerable clients: FCA vows to take action on persistent poor outcomes

Could be soft intervention or the ‘more pointy end’, regulator said

clock 11 March 2025 • 3 min read
FCA's vulnerability findings flag lack of tailored training and understanding

Regulation

FCA's vulnerability findings flag lack of tailored training and understanding

Many firms had taken positive action but ‘areas for improvement remain’

clock 07 March 2025 • 6 min read
Five vulnerability questions advisers must ask themselves

Regulation

Five vulnerability questions advisers must ask themselves

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

clock 12 February 2025 • 5 min read
Vulnerability management: Consumer Duty all-important as consolidation continues

Your profession

Vulnerability management: Consumer Duty all-important as consolidation continues

Will customer vulnerability management take over from AUM in 2025?

clock 05 February 2025 • 2 min read
FCA will have 'a lot more to say' on vulnerability in 2025

Regulation

FCA will have 'a lot more to say' on vulnerability in 2025

Treatment of vulnerable clients continues to be on regulator’s radar

clock 22 January 2025 • 2 min read