Vulnerability SMEs, Money Advice Trust, and leading regulatory consultancy firm, Bovill Newgate, join us to discuss how firms can improve their vulnerable customer framework and meet the FCA’s exacting standards.
Discussion topics include:
- How firms can proactively build and maintain trust with vulnerable clients to encourage disclosure of their needs and ensure they feel safe and understood throughout their interactions.
- Practical strategies and processes firms can implement to provide personalised and effective support for vulnerable clients, including clear communication about information needs and available help.
- How firms can better empower their staff and ensure they are competent in their roles to deliver against FCA expectations to improve outcomes for vulnerable customers.
