Customers in Vulnerable Circumstances - what would you do?

Are you confident you understand what regulatory obligations are when it comes to handling customers in vulnerable circumstances? Could you identify a customer who was struggling and might need more support? 

Join our live interactive discussion, where we present a series of dilemmas to an expert panel where our audience will actively participate by voting on what they would do next.

Following extensive research by the Alliance at the end of 2021 and the FCA's guidance on vulnerable customers, join us for some truly engaging CPD to challenge your views on the right thing to do along with colleagues from wealth, investment, financial planning and banking. 

To join this Zoom webinar at the start time, please use the webinar link found within the confirmation and reminder emails, which you will receive once you have booked your place. 

Speakers

Moderator:

Joanne Murphy, COO, Chartered Banker Institute

Panellists:

Keith Richards, Director of the Vulnerability Taskforce
Maxine Pritchard, Head of Financial Inclusion & Vulnerability, HSBC UK
Lauren Fuller, Customer Journey Developer, NatWest
Wanda Goldwag, Chair, Financial Services Consumer Panel
Dimpel Patel, Head of Client Services, Risk and Compliance, Brewin Dolphin