Welcome to this series of talks from our conference, ‘Healthy, Wealthy…& Vulnerable?’

We’re delighted that you have chosen to view this series which features some of the leading experts on consumer vulnerability, including:

· Keith Richards, Chief Executive Officer, Consumer Duty Alliance

· Tim Farmer, Co-founder and Clinical Director of Comentis

· Tish Hanifan, Co-founder and Joint Chair, Society of Later Life Advisers (SOLLA)

· Robin Melley, Managing Director of Matrix Capital, Chartered Financial Planners

The purpose of this series is to provide access to insightful content and information, drawing from real-life experiences and guidance from our guest speakers. In particular our aim is to highlight the common misconception that wealth cushions clients from experiencing vulnerability.

This is highly topical as the FCA’s November 2023 ‘Dear CEO’ letter to wealth management firms calls for a reassessment of clients’ vulnerability status.

These videos will show you how to offer a range of services to clients and their families facing the financial and non-financial aspects of vulnerability. The experts will help you to decide what actions you might need to take and where you can get additional support.

Whether you’re reviewing your vulnerability policy or looking at ways to develop your proposition further, we hope you get genuine value from this series.

Healthy, Wealthy... & Vulnerable?

All episodes