Altus launches vulnerable customer training tool
- Thursday, 23 September 2021
- Articles
Fintech and consulting firm Altus has launched a pre-recorded video training series for financial services professionals on how to work with vulnerable customers.
Read more...350 advisers sign up to client vulnerability charter
- Monday, 15 February 2021
- Articles
More than 350 financial advisers have pledged to adopt the Financial Vulnerability Taskforce Charter in its first two weeks since launch.
Read more...Financial Planners ramp up focus on vulnerability
- Friday, 12 June 2020
- Articles
One in three Financial Planners (33%) have reviewed or increased the checks they make on older customers to ensure they are not vulnerable, according to a new report.
Read more...FCA urges firms to improve on helping vulnerable consumers
- Tuesday, 24 February 2015
- Articles
The financial services sector is failing to fully cater for the needs of vulnerable consumers seeking help, the FCA has said. Read more...