With consumer duty continuing to maintain the spotlight on consumer vulnerability, the conference provided the opportunity to hear from some of the leading experts in the area on some great initiatives and examples of good practice.
Below you’ll find a range of useful resources from the speakers and exhibitors.
Session 1: Applying Consumer Duty to clients in vulnerable circumstances | Keith Richards
Session 3: Harnessing the power of attorneys to safeguard against foreseeable harm | Tish Hanifan
Session 4: Providing a safe pair of hands for clients in vulnerable circumstances | Robin Melley
Session 5: The Big Q and A and summary | Martin Lines
Conference agenda and speakers’ resources
Click on each image to watch on-demand.
Consumer Duty Alliance and Financial Vulnerability Taskforce
Telephone : 07786 023033
Email : keith.richards@consumerduty.org
Website : www.consumerduty.org
Comentis
Telephone : 0203 282 0582
Email : hello@comentis.co.uk
Website : www.comentis.co.uk
For more reading:
For more information:
Society of Later Life Advisers
Telephone : 0333 2020 454
Email : admin@societyoflaterlifeadvisers.co.uk
Website: www.societyoflaterlifeadvisers.co.uk
For more information:
Matrix Captial
Telephone : 01746 712900
Email : robin@matrixcapital.co.uk
Website : www.matrixcapital.co.uk
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