Pension regulator steps up scam fighting efforts
- Wednesday, 03 August 2022
- Articles
The Pensions Regulator (TPR) has launched a new three-pronged scam prevention strategy as concerns over rising vulnerability amongst pension savers continue to rise.
Read more...Planners underestimating client vulnerability
- Monday, 11 July 2022
- Articles
Financial Planners are underestimating the number of clients that could qualify as vulnerable under Financial Conduct Authority guidelines, according to a new report.
Read more...Taskforce warns on vulnerability and sudden wealth
- Friday, 08 April 2022
- Articles
The Financial Vulnerability Taskforce, the industry body campaigning for better treatment of vulnerable clients, has launched a new guide to help planners work better with clients who are vulnerable due to experiencing ‘sudden wealth.’
Read more...Editor’s Column: Spotting the invisible clients
- Friday, 21 January 2022
- Comment
There has been much talk lately about how Financial Planners can spot and work with vulnerable clients.
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