WEBINAR - Supporting Vulnerable Clients

Overview: 

In this webinar we delve into the regulatory expectations under the Consumer Duty, highlighting how firms must raise their standards in customers achieving good outcomes and being protected from foreseeable harms, especially those in vulnerable circumstances. We cover how to identify and support vulnerable customers, ensuring services and support are tailored to meet their needs. By proactively addressing vulnerability, firms can not only comply with regulatory standards but also build stronger, more trusted relationships with their clients. We also explore practical steps to ensure compliance, including effective communication strategies and personalised support to enhance customer outcomes. You'll learn how to tailor your offerings, simplify complex information, and ultimately drive better results for both your business and your clients.

Objectives: 

• Gain a clear understanding of the Consumer Duty principles and how they impact the treatment of vulnerable customers
• Learn practical methods to recognise vulnerability and implement tailored support strategies to meet individual customer needs
• Develop effective communication techniques that ensure clarity, transparency, and accessibility for all customers
• Acquire actionable steps to ensure compliance with regulatory standards, focusing on improving customer outcomes and service delivery