Understanding vulnerable customers | CPD | Knowledge centre | Adviser | The Exeter

24/02/2023

Understanding vulnerable customers

Understanding vulnerable customers
Understanding vulnerable customers

Jack Southcott, Proposition Manager, and Mandy Tonkin, Compliance Executive, discuss how we can support you and your advice process by considering customers in vulnerable circumstances.

By watching this session, you will:


• Have a clearer understanding of what makes a customer vulnerable
• Understand the vulnerable customers charter and how this is relevant to your business
• Be able to offer suitable solutions to your vulnerable client’s needs