vulnerable clients

Publishes guide suggesting to ‘move beyond a pensions-only approach’

‘If you’ve got concerns, you need to take some action’

'Prioritising vulnerable customers should no longer be seen as an overhead'

For financial and legal professionals

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'