Vulnerable clients

Still Life Of Power Of Attorney Document On Desk

Companies | 20 Nov 23

57% of inheritance advisers seen instances of financial abuse or suspected it

Including cases of lasting power of attorney coercion

Companies | 20 Sep 23

Adviser network partners with regtech provider to better assess vulnerable clients

Enabling advisers to successfully identify vulnerable client characteristics

Best Practice | 8 Jul 22

Vulnerable advice clients ‘slipping through the cracks’

Just 32% of advisers have put specific practices in place to help these customers

Best Practice | 26 May 22

Ailo unveils vulnerability code of conduct

It will help members ‘evolve strong and consistent behaviours’ to confidently serve clients

Best Practice | 20 Apr 22

SJP rolls out tools to help vulnerable clients

‘Increasing regulatory pressure’ has made it more important advisers have access to resources