- Tuesday, 12 October 2021
Financial Planners reacting to a report exposing family wealth abuse say that too little is being done to protect financially vulnerable people.Read more...
- 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...