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In the final session of this first CPD release, we will look at the challenges faced by Advisers when dealing with vulnerable customers and the successful approaches that can be taken when dealing with these difficult situations. During this session we will be looking at the following subjects:

• Identifying Vulnerability
• What constitutes vulnerability for different customers
• What extra care and support can be offered
• Broaden your understanding of vulnerable customers
• Discuss best practices and what happens when customers are not treated fairly
• Hear about successful vulnerable customer outcomes

This is a wide and complicated issue and is a subject that will need to be revisited regularly to ensure adviser skills are at their very best in order to help these customers.


2020 Speaker

Nick Cunningham
Trainer, London Institute of Banking and Finance

Sponsors & Partners

2020 Partner and Sponsor

• The London Institute of Banking & Finance

• Legal & General