Alexander McGregor: Creating a robust vulnerable clients policy
14 Mar 2023
Having a strong policy in place for the treatment of vulnerable clients has never been more important - in fact, our recent member survey revealled that 44% of advisers had seen an increase in the number of clients with vulnerable characteristics they had seen over the past 12 months. In today's Money Marketing, our Head of Compliance Policy, Sandy McGregor, explores the key points of building a robust policy.