Financial implications for Vulnerable clients

In this training, we will cover what defines a ‘vulnerable client’, who the key vulnerable groups are, and how you can cater for them fairly and effectively. We will take you through the latest rules and policies, and show you how to recognise your clients’ needs and understand their mindset at various stages of settlement. The team will also explore the important relationship between risk and reward when investing for vulnerable clients and take you through a real life case study where a vulnerable client has been supported through the later stages of litigation and into life after settlement.

Training details

This training aims to empower you to provide fair and effective solutions for your vulnerable clients.

Key points that will be discussed are:

  • Defining a vulnerable client
  • Understanding of the key groups: who can be considered vulnerable?
  • Understanding the new rules on vulnerability
  • Understanding what vulnerable clients need
  • Understanding the mind of a claimant at the point of settlement
  • Appreciating the relationship between risk and reward
  • A solicitor’s role in protecting claimants post-settlement

Watch here

Training facilitators


Louise Higham

Presenter Frenkel Topping Limited

Louise is a finance professional with an Honours Degree in Accountancy & Law and Chartered status in financial planning. Specialising in catastrophic damages awards, she is an Expert Witness for Periodical Payment Orders and Pension & Income Losses.


Tom Fraser

Host Frenkel Topping Limited

After completing a placement year in 2015 for his BA in Business and Financial Management, Tom joined Frenkel Topping in August 2017.

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