Do you have a vulnerable clients policy? Is it a check box exercise or build into your culture? On 29th April, we were joined by Martin Lines Business Development Director of Just to explore the tools available to help Paraplanners with this topic.
Watch the replay
During the Howwow some great links, documents and tools were shared to help Paraplanners define and embed their vulnerable clients policy.
- FCA guidance on fair treatment of vulnerable customers
- Just’s thinking on vulnerable clients from 2019
- Training on the topic
- A sample client wellbeing checklist
- A vulnerable clients desk guide
- Insight from Martin on vulnerable clients and the impact of COVID19
Just’s website is a cornucopia of training materials and support on the topic of vulnerable clients.
And if you want more on vulnerable clients
If you’re keen in exploring the topic further, Martin is participating in this webinar tomorrow.