Keith Richards: Why personalisation is the key to cracking vulnerability

Richards joins Professional Adviser news editor Sahar Nazir and senior reporter Isabel Baxter in the studio for the second in a series of Advice Lens interviews on the big topics and trends affecting advisers today. The FCA's vulnerable customer findings, released late last week, found examples of good practice but also an understanding and training gap across the firms it regulates. In this episode, Richards drills into what the findings mean for advisers. Richards considers the role that technology can and does play when it comes to assisting clients experiencing vulnerabilities....