vulnerable clients

Will customer vulnerability management take over from AUM in 2025?

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

'The truth is that vulnerability is a broad spectrum'

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

Rise in training take-up for Just Group

FCA could take ‘appropriate regulatory action' in H1

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

It can be ‘hard’ for firms to convince customers they are being scammed

Financial advisers have been inundated with Budget questions

'Engaging directly on vulnerability is new and still feels quite alie'