How do you ensure that vulnerable clients are identified and their needs catered for?
Vulnerable customers will be initially assessed and screened by their financial adviser, any specific needs will be raised and we will cater for these to the best of our ability, for example, we currently provide forms with bigger text for those with poor eyesight.
The needs and objectives of vulnerable customers should not inhibit them using
our product, due to staff training and policies we have in place.