Article preview: Fair treatment of vulnerable clients is a regulatory priority within the financial services profession. As a Financial Planner, it’s an essential part of our business practices too. A new report looking at adviser and consumer attitudes to vulnerability has confirmed that the majority of people want some support.
Questions of client vulnerability can be tricky
This 508-word blog post looks at new research from equity release provider more2life which asked clients how they would respond to an adviser being concerned about their vulnerability. Written on 30th September 2020.
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