Identifying customer Vulnerability & the cost-of-living crisis

Presented by

Elizabeth Elphick and Tina Robinson

About this talk

Identifying customer Vulnerability and the cost-of-living crisis: The impact on later life lending Presented by Elizabeth Elphick and Tina Robinson, Certs CII (MP & ER). Account Manager XXX There’s no one size fits all solution when it comes to vulnerability. Throughout this webinar we’ll discuss how to identify customer vulnerability along with providing insight on how the cost-of-living crisis is affecting and impacting clients. We’ll also discuss how to improve your client outcomes and raise awareness to financial abuse. Objectives: 1. Understand the growing need to identify vulnerable clients 2. Identify how you can best support your clients who find themselves in vulnerable circumstances 3. Learn how to educate and prevent your clients from being a target of a scam when looking at the later life lending market This is not a consumer advertisement. It is intended for professional advisers and should not be relied upon by private customers or any other persons.
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Our content provides in-depth, up to date insights for financial advisers interested in this market. Our mission is to help as many people as possible achieve financial security in later life and enjoy the colourful retirement they want and deserve. There are nearly 12 million people in the UK aged 65 or over and this segment is growing. We believe that working together with advisers, there is an opportunity to transform and improve the retirement and lending marketplace. This channel supports financial advisers and wealth managers in the UK’s retirement sector. This is not a consumer advertisement and should not be relied upon by private customers or any other persons.