Let's talk about vulnerability...

Despite the increasing importance of identifying and addressing customer vulnerability from not only a regulatory but also a social perspective, it can still be a difficult area to approach with clients.

Every single one of your existing or future clients - in fact, every single one of us - has the potential to be vulnerable at some point in our lives, and yet discussing these issues can still feel like it carries something of a taboo.

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Vulnerable Clients Week

A week of fresh, focused content to help you to succeed in meeting the needs of vulnerable clients. We hope that the refreshed, or new and exclusive content, will offer you relevant and valuable support in this important area.

Guides and sales support

We want to ensure that you are supported at every step of the advice process. And this area will help you identify vulnerable clients and provide guidance and supporting material for approaching difficult conversations, handling questioning sensitively and recording the relevant information.

Regulation and bulletins

The FCA has focussed keenly on vulnerability over the past few years, and we foresee that its interest will only increase. In this section of the hub, you can find our compliance documentation on vulnerability, in addition to updates from the FCA.

Events and training

Vulnerability is a broad area, and information and guidance on the subject is quickly evolving. This area will keep you informed on the latest events and training material available.

Support from our partners

We are working closely with our some of our partners to provide you with a wide range of resources to support you in your work with vulnerable clients.

Specialist and charitable organisations

Some clients experiencing certain types of vulnerability may need specialist support. In this area of the hub, you'll find details of third-party organisations which may prove useful.

Financial Vulnerability Taskforce

We're proud to be working with this independent body to raise awareness around issues connected to vulnerability, take part in valuable research and share best practice across the industry.