‘This industry is the closest to understanding vulnerability’
Proactive approach in identification and support
A look at whether the most money possible is all clients care about
'Time and again, we have seen that self-identification simply doesn't work'
Adviser training includes immersive 360° film and interactive role play
A complex and often subjective area for planners
'We are all susceptible to the drivers of vulnerability'
Latest in a series of ‘Good Practice Guides’ for advisers and planners
Offering comes as the FCA’s Consumer Duty deadline approaches
Will assist firms with complex process of supporting at-risk clients