29 Apr

Vulnerable Clients – Principles Not Prescription

In this CPD qualifying webinar Jeremy Martin (Pension, Tax & Estate Planning Consultant) will cover the following learning objectives:

  • Review the research & development of the regulator’s attitude and guidance towards vulnerable customers.
  • Explore dynamics of consumer vulnerability and what approaches firms need to take when addressing vulnerable consumers.
  • Consider what amendments to processes firms need to take in the light of the FCA’s Guidance.
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29th April 2020

11:00 am - 11:45 am

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