vulnerable clients

Calls for more earlier identification of vulnerabilities

Clients can be vulnerable in many ways

Dynamic Planner research finds

Focus on vulnerable clients remains on FCA’s radar

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

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

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

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

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

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