The Treatment of Vulnerable Clients

iMuseum Lecture Theatre (next to Kingswood Honda Garage)
Wednesday, 22 January 2020
12:00 pm – 2:00 pm
    • Charlotte Greenbank, Alzheimer's Society Isle of Man
    • Claire Whitelegg, Senior Manager, Isle of Man Financial Services Authority

In recent years the treatment of vulnerable clients has become a growing priority both for business and regulators.

The UK Financial Conduct Authority Financial Lives Survey conducted in 2017 showed that 50% of UK adults display one or more characteristics of being potentially vulnerable based on their health, financial resilience and on life events that could have a detrimental impact on them.

At the session Claire will provide an update on the IOMFSA’s thinking on the treatment of vulnerable clients; this will be complemented by a Dementia Friends Information session led by Charlotte.

By the end of this session, attendees will:

  • Understand more about dementia and ways in which to build a dementia friendly community
  • Gain an insight into the regulatory expectations for the treatment of vulnerable clients
  • Better understand:-
    • What constitutes vulnerability and how to recognise clients in vulnerable circumstances
    • The difference between transient and permanent vulnerability
    • Best practice for practitioners
    • Case studies

The event will qualify for 2 hours CPD and is free to members of the CII/PFS and £20 for all non-members.

  • Kingswood Grove
  • Douglas
  • IM1 3LY
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 hours' 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