Vulnerable Clients - Devon

The Future Inn Hotel
Wednesday, 12 September 2018
2:45 pm – 3:45 pm
    • Alan Chandler

The FCA have found following a thematic review that Vulnerable Customers are often not treated fairly. In fact, many insurers pricing models have taken significant advantage of these customers, often the more vulnerable the customer the more the insurers has loaded rates at renewal. Some of the UK’s largest institutions have been guilty of proactively targeting these individuals and the regulator has had enough of insurers and brokers balancing their books on the most vulnerable in society.

Alan has undertaken operational management roles in three major global companies – NatWest, RBS Insurance and Allianz. He has run underwriting, broking and claims functions and 10 years ago set up his own training company.

Learning Objectives:

  • Background of the FCA’s thematic review and understanding why this became an issue.

  • Who are Vulnerable customers? Understanding who this definition includes

  • How to recognise vulnerable customers

  • How to deal with Vulnerable customers

  • What firms should do/have in place

There is free parking onsite, however, on arrival you must inform reception of your car registration number or you will be fined for parking there.

There are only enough spaces for up to 30 attendees.


This event is being subsidised by your local institute, therefore making it FREE for members to attend.

  • William Prance Road
  • PL6 5ZD
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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