Working with Vulnerable Clients
Learning outcomes:
- Outline FCA research and publications about vulnerable consumers
- Consider the issues that arise when consumers find themselves in vulnerable circumstances
- Identify what changes to policy and process might need to be made when working with vulnerable consumers
- Understand the impact of framing on decisions
Jan Holt is Head of Business Development at Just, one of the leading retirement specialist providers in the UK. Jan has enjoyed her ten years as Just as they have provided the ideal opportunity to share her knowledge to help Intermediaries enrich their clients’ retirement.
With almost 38 years in Financial Services, Jan has worked for a number of leading Provider and Distributor brands. She has experience across a wide range of disciplines including operations, compliance, sales and marketing.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.