SOLLA and Just Group have launched a training module focusing on client vulnerability - an issue that has come under increasing scrutiny from the Financial Conduct Authority (FCA).
The 'Older and Vulnerable Consumer Care Training Tool' will help advisers to identify vulnerable customers and then to work with them and their families. It has been designed to help advisers recognise when someone might be vulnerable, what constitutes vulnerability and how to alter working practices to ensure firms can deliver extra care and support for clients when needed. The interactive training module combines information and exercises to ensure there is understanding of the major issues facing vulnerable customers. On successful completion, advisers will receive a certificate...
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