Updated online training

The latest edition of the Consumer Vulnerability in Later Life online training is available now. Provided by Just with content created by SOLLA, the 2024 version has an emphasis on having better conversations and avoiding foreseeable harm. You'll get 60 minutes CPD on successful completion. Register now to enhance your knowledge.

This training is specifically for financial advisers, paraplanners, administrators and all other financial advisory teams.

By completing this training, you’ll be able to understand:

  • the characteristics of vulnerability and the importance of creating a safe disclosure environment especially where the signs may not be obvious
  • where you can make changes in working practices to ensure clients receive the support and care to meet their needs, and
  • how to ensure your clients, including those with the characteristics of vulnerability, receive consistently good outcomes in line with Consumer Duty.

Receive a 60 minute CPD certificate on successful completion. Complete the 2024 Consumer Vulnerability in Later Life training.

Useful links

Free vulnerability training Resources to support vulnerable clients Vulnerable Customer Awards results Society of Later Life Advisers (SOLLA)