Protecting vulnerable clients during the current crisis

In order to consider the viewing of Akademia videos as structured learning, you must complete the reflective statement to demonstrate what you have learned and its relevance to you.

Tutor:

  • Martin Lines, Business Development Group, JUST

Questions asked:

  1. What is a vulnerable client?
  2. Who is vulnerable?
  3. What should firms be doing in the current crisis when it comes to vulnerable clients?
  4. What are the key areas of vulnerability to focus on?
  5. Any practical tips?

Recognising Vulnerability

Online resources and training

FCA guidance consultation

Channel

Akademia Shorts