Home
Money pot with tree

Financial Implications for Vulnerable Clients

This training will help you understand how to effectively identify and support vulnerable clients, navigate relevant regulations, and manage the challenges of risk in client investments. A real-world case study will illustrate best practices for supporting clients throughout their legal journey.

Sign up now

Training details

We’ll guide you through the complexities of working with vulnerable clients, starting with a clear definition of what makes a client vulnerable and identifying the key groups involved. We’ll then dive into how to effectively cater to their needs, ensuring fair and thoughtful support throughout the process. You’ll also gain a solid understanding of the latest rules and policies on vulnerability, giving you the tools to recognise your clients’ evolving needs and mindset during settlement.

The session will also address the crucial relationship between risk and reward when investing for vulnerable clients, helping you make informed decisions that protect their best interests. To bring these concepts to life, we’ll explore a real-world case study, where a vulnerable client was supported through the later stages of litigation and into life post-settlement. This practical example will provide valuable insights into how to apply these principles in your own practice.

Training facilitators

/>

Elen Davies-Kay
Presenter Frenkel Topping Limited

Elen joined Frenkel Topping in 2015 as a Consultant and is now a Client Director. With over 20 years of experience as a chartered financial planner, she serves as an expert witness and specialist financial adviser, tailoring her services to meet clients' individual needs.

More webinars from Presenter
Knowledge Hub is a trading style of Frenkel Topping Group PLC which is registered in England and Wales no: 04726826
Registered Office Address: Frenkel House, 15 Carolina Way, Salford, M50 2ZY
contactus@frenkeltopping.co.uk

.