Vulnerable Clients – Vulnerable Business

Evelyn Partners Offices
Thursday, 11 April 2019
12:00 pm – 2:30 pm (UK time)
    • Paul Ruscoe, Regional Development Manager, Quilter Cheviot

In the world of pension freedoms, we are constantly being told that clients are living longer and we have to ensure that we provide them a sustainable income so that they can enjoy their retirement. However, what are we doing for those clients who cannot enjoy their retirement.
The fact is that dementia can strike at any age.
The over 60s are particularly vulnerable with one out of every two cases not being diagnosed – so how can we help those clients most in need.
This talk will show you how to construct a dementia plan for your clients to help you provide comfort and control at a time when your client is at their most vulnerable. This could also future-proof your business – as well as enhance your service proposition – expand your advice footprint – and actively encourage collaboration with professional connections.

The learning objectives are to:

1. Be able to demonstrate an understanding of dementia & how to communicate
2. Gain an understanding of the FCA’s stance on vulnerable client
3. Understand how to create a dementia plan for the client
4. Understand differing ‘responsible parties’ and their powers

Learning Outcomes:

At the end of the session, attendees will have a clearer understanding how best to advise vulnerable clients and their families.

Please reserve your place at this event early by registering here

  • Evelyn Partners Offices
  • Liver Building, Pier Head
  • Liverpool
  • L3 1NY
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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