Upcoming webinars
Identifying your vulnerable customers
This webinar looks at the ways in which organisations can identify their vulnerable customers—the first step in managing and supporting them.
Consistent vulnerable customer management from structured vulnerability classification
This webinar explores the need for a consistent approach to communicating customer vulnerabilities.
Monitoring customers’ vulnerabilities over time
This webinar looks at the need to monitor customers’ vulnerabilities over time, often in the context of the lifecycle of a product.
Supporting and helping vulnerable customers
This webinar is intended to help advisers and firms provide the most effective support to vulnerable customers.
Effective vulnerable customer reporting
This webinar is for those who wish to understand Consumer Duty reporting requirements for vulnerable customers, as well as best practice in reporting for management information and product design.
Understanding vulnerable customers’ privacy and GDPR
This webinar examines the complex relationship between Consumer Duty and UK GDPR, focusing on the data storage and privacy considerations businesses must address to remain compliant.
The business benefits of managing vulnerable customers
This webinar explores how proactively supporting vulnerable customers can deliver tangible commercial and strategic benefits for firms, going far beyond meeting regulatory requirements alone.