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Dealing with Vulnerable Customers - Live At Your Desk - Learn Live


DEALING WITH VULNERABLE CUSTOMERS - LIVE AT YOUR DESK

Learn Live

Type
Speaker
CPD Hours Level Learn Live
Julie Ampadu
6 Intermediate

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COURSE OUTLINE

Introduction

The FCA's latest survey showed that 50% of adults in the UK show indicators of
potential vulnerability. Its new guidance consultation states that 'there is
still room for improvement' and that 'some firms are clearly failing to consider
the needs of vulnerable consumers'.

This live broadcast will help you to understand how your firm should be
considering vulnerability on a practical level to reduce the potential for
consumer harm. It is aimed at those with responsibility for the firm’s
compliance framework and staff training.

It will explore the FCA’s expectations and requirements in relation to
vulnerable customers and will include practical examples of the treatment of
vulnerable customers within the financial services sector.

What You Will Learn

This live and interactive session will cover the following:

 * The definition of a vulnerable customer
 * How to identify different types of vulnerability
 * How to identify and manage trigger factors
 * Good and poor practice in managing vulnerability
 * How to deal with sensitive data
 * What to consider when training staff
 * How to apply incentives for staff
 * The challenges in assisting vulnerable customers

Recording of live sessions: Soon after the Learn Live session has taken place
you will be able to go back and access the recording - should you wish to
revisit the material discussed.


BOOK NOW


ADDED TO BASKET

Learn Live | 25.03.2022

N/A | 9:30am - 4:30pm

--------------------------------------------------------------------------------

Dealing with Vulnerable Customers - Live At Your Desk

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Mar
25
2022
 
9:30am - 4:30pm



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