Just Group and SOLLA launch updated adviser training module for 'vulnerable' clients

clock • 2 min read

Just Group and SOLLA have updated their online and free training module designed to help financial intermediaries and IFAs identify and work with vulnerable clients and their families. The interactive training module - Consumer Vulnerability in Later Life - has been revised to take into account the latest regulatory guidance from the FCA1 and illustrate how this applies to working with vulnerable customers. It includes a new section on coronavirus and how this may affect clients - with more people expected to become vulnerable as a result of a range of events such as ill-health, berea...

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Author spotlight

Christopher Copper-Ind

Christopher Copper-Ind is editor-in-chief of International Investment. Before this, he was editorial director of The Business Year, from 2014 to 2017.