Vulnerable Clients

Clair Hall
Tuesday, 23 January 2018
5:30 pm – 7:00 pm
    • Claire Carberry, Partner, DMH Stallard

How to identify vulnerable clients and what steps to take to protect them and to protect you

The FCA is currently consulting on its future approach to consumers, including how they should regulate for vulnerable consumers. This latest consultation further highlights the importance that the regulator places on ensuring vulnerable customers are helped and protected from harm in the same markets as everyone else.

To support this important topic, we are running a one-hour seminar on Tuesday 23 January 2018, when Claire Carberry, Partner at DMH Stallard, will be explaining how to work with vulnerable adults and clients, including those with dementia and their carers, to ensure that you manage discrimination and check for undue influence and coercion.

Online booking
To join us at this free CPD event, please register using our online booking form by clicking on the Book Now button below.

This event is open to all members and their guests and starts at 6.00pm sharp. Light refreshments (tea/coffee/juice and biscuits) will be available from 5.30pm onwards.

Learning Objectives
By the end of this event, delegates will know:

  • how to identify risk factors

  • what to consider/look for regarding capacity

  • how to work with vulnerable adults

  • how to work with clients with dementia and their carers

  • how to manage discrimination under the Equality Act

  • how to use abuse policies and check for undue influence and coercion

  • how to take instructions from third parties - dealing with Attorneys and Deputies

Getting there
There is plenty of free on-site parking at Clair Hall and Haywards Heath Station is just a few minutes' walk away.

  • Perrymount Road
  • Haywards Heath
  • RH16 3DN
View map

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