TALK: Vulnerability and Your Clients
When we asked advisers what they were missing most about face to face events, the answer was unanimous; the networking and sharing of best practice. With this in mind, we have structured our TALK webinars to include just that.
Each one is an hour long and will feature two industry leading speakers, both sharing expert content on a specific theme within their field, but from two different points of view. During the session, delegates will be split off into working groups to discuss and share best practice – bringing back that much-desired networking.
Find out more about the structure by watching this video:
What are we talking about?
With vulnerability, and the fair treatment of vulnerable customers, a focus for the FCA’s 2020/21 business plan, and consultations taking place throughout 2020, this is the ideal opportunity to look at how this is being managed in your firm.
You can hear from other firms on how they embed an awareness of vulnerability, in their firm, and share best practice on the processes to support this and how to identify those with vulnerabilities that might not be obvious.
It’s an opportunity to not only share ideas, but to really embrace the protection of vulnerable clients and push forward the work we are doing in finance towards this.
We’ll be joined by Dan Atkinson from Paradigm Norton Financial Planning and Alanis Daniel from Apricity.
When? 19th March 2021.
How do I sign up?
Simply sign up below.