Webinar: Identifying and supporting vulnerable customers

Certainty Expert Webinars presents Tim Farmer, TSF Consultants

We are delighted to welcome back Tim Farmer from TSF Consultants who will be presenting the next Certainty Expert Webinar.

Tim will be exploring the FCA definition of Vulnerability and what it means in practice. Using real life case studies he will identify how customers flow through the different stages of vulnerability, provide practical tips and insights into spotting vulnerability and explore what institutions and individual practitioners can do to support their vulnerable customers.

 Webinar Agenda:

  • Defining a vulnerable customer
  • Key elements of vulnerability
  • The different stages of vulnerability
  • Mental Capacity and vulnerability
  • Key points to consider when supporting vulnerable customers

Please join for our highly informative, complimentary 1 hour webinar. Places are limited so register for the free webinar now.

Webinar information

Webinar title: Identifying and supporting vulnerable customers

Presenter: Tim Farmer, TSF Consultants

Date and time: Wednesday 26th June 2019 at 12.00pm

Link: https://goto.webcasts.com/starthere.jsp?ei=1246809&tp_key=6338df8317

This article was submitted to be published by Certainty The National Will Register as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.

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