How to ensure you offer a safe pair of hands for your clients and customers

Online event
Thursday, 13 January 2022
1:00 pm – 2:00 pm
    • Robin Melley FPFS TEP, Chartered Financial Planner, Director, The Financial Vulnerability Taskforce
  • Financial Services webinar

In this IIL financial services webinar, Robin Melley provides a clear path to follow in identifying those in vulnerable circumstances and how to professionally support and advise clients to ensure they achieve great outcomes, and your reputation is enhanced.

Whether you are a CEO, a compliance officer, working in technical support, administration, or a professional working directly with clients and customers, this webinar addresses the key issues that you need to think about and provides you with valuable insight into dealing with vulnerability. This presentation enables you to enhance your role by looking at customers and clients through the lens of vulnerability.

Robin also provides an overview of the nine elements of the 'Vulnerability Charter' and explains how their adoption will enhance your ability to identify those in vulnerable circumstances, provides a framework for reviewing and improving your systems and processes and achieve better outcomes for customers.

Robin encourages you as an individual and your company to visit the Financial Vulnerability Taskforce website and adopt the Vulnerability Charter - www.fvtaskforce.com

Learning objectives:

  • Understand the nine elements of the vulnerability charter
  • Learn how to apply them to improve outcomes for clients in vulnerable circumstances
  • Gain practical ideas on how to improve your internal training, systems and business processes and meet the new regulatory requirements

Places are limited and will be allocated on a first come, first served basis.

This webinar will be hosted on MS Teams. Please familiarise yourself with their T&Cs and Privacy Statement.

Venue
  • Online event

Booking information:

You will be sent a confirmation email shortly after booking. If you have not received this within one hour, please contact Patricia Pedraza (020 7397 3911).

CII Accredited

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

1 hour's 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 www.cii.co.uk/cpd.