- Thursday, 04 June 2020
During these unprecedented times the number of ‘vulnerable clients’ is likely to increase due to the economic impact of the Coronavirus outbreak, emotional or family issues, and a change in health.Read more...
- Tuesday, 02 June 2020
Schroders’ Financial Planning joint venture with Lloyds Bank - which turns one year old this month - has been prioritising vulnerable clients as it moves to full remote client meetings during the Covid-19 lockdown.Read more...
- Wednesday, 27 November 2019
The Financial Planning Standards Board, the global body responsible for the Certified Financial Planner designation, has published its first Guidance Practice Note to support Financial Planning professionals working with vulnerable clients.Read more...