Vulnerability: Award-winning ideas (part-two)

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Presented by

Martin Lines, Graham Duffy

About this talk

Over 250 people attended the first webinar with two of our Vulnerable Customer Award winners and the feedback was very positive. This second webinar, on 17 March, features two more award winners. Join us as Nicholas Hamilton from Mazars Financial Planning and David Gunn of Richstone Park Financial Planning will share how they’re meeting vulnerability challenges and the award-winning initiatives they’ve put in place. They’ll discuss the practical steps a firm can take to implement vulnerability policy, from governance to training and beyond. And they’ll look at what this means to clients who find themselves in difficult and challenging circumstances. Martin Lines and Graham Duffy will build on some of the points raised by our guests and introduce some specific vulnerability resources. By attending, you’ll be able to: • Recognise key principles, systems and training that firms should put in place around consumer vulnerability. • Discuss the importance of eliciting and recording information to achieve better outcomes for vulnerable clients. • Explore how to support clients dealing with local authorities and other organisations during times of vulnerability. Register for our webinar on Thursday 17 March at 10:00 and gain 60 minutes of CPD.
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We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.