Meeting the Needs of Vulnerable Clients

Aberdeen Altens Hotel
Tuesday, 29 October 2019
8:30 am – 12:00 pm
    • David Wilson, Business Development Manager, Just
    • Lesley Gray, Dementia Advisor, Alzheimer Scotland
    • Heather Morrison, Brand Ambassador, Forget Me Not Club

Session Details

As per their recent press release the FCA has launched a consultation on proposed guidance for firms on the fair treatment of vulnerable customers.

The Insurance Institute of Aberdeen have teamed up with Just , Alzheimer Scotland and local charity Forget Me Not Club to put on this session, the purpose of which is to provide some assistance in helping CII members to support their clients.

Bacon rolls and coffee will be served on arrival between 08:30 and 09:00 with the session concluding at 12:00. To secure a place at this session, the cost of which is £10, please follow the link below.


  1. Vulnerability Session – 45 mins (Structured CPD)

  2. Interactive session covering Vulnerability case studies – 30 mins (Structured CPD)

    • Learning Outcomes

      • Outline FCA research and publications about vulnerable consumers

      • Consider the issues that arise when consumers find themselves in vulnerable circumstances

      • Identify what changes to policy and process might need to be made when working with vulnerable consumers

  3. Dementia Friends Champion Session (interactive) – 1 hour (Unstructured CPD)

  4. Forget Me Not Club – 30 mins (Unstructured CPD)

  • Aberdeen Altens Hotel
  • Souterhead Road
  • Aberdeen
  • AB12 3LF
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at