Dealing with vulnerable clients: Ethical Practices in Insurance

OVERVIEW

In this session we will explore best practices and requirements for dealing with customers with vulnerable characteristics. We will delve into the FCA's guidance, assess the expectations of dealing with vulnerable customers and the link with the Consumer Duty, and gain practical insights in how to deal with vulnerable customers ethically and effectively

LEARNING OBJECTIVES

- Recognise and understand the expectations of dealing with vulnerable customers and the link with the Consumer Duty
- Learn practical methods and good practice for dealing with vulnerable customers
- Gain practical insight into how to record vulnerable customers and appropriate information

HOUSEKEEPING

This is a Zoom session. Links will be sent on booking and reminder. You must pre book to receive a recording