Microphone

Vulnerable customers

2 months ago

This week, our Senior Technical Consultant, Rachel Vahey, will be taking over the mic to talk to you about vulnerable customers and regulations introduced by the FCA to protect those who may be considered vulnerable.

During this online session, Rachel will help you to understand how potentially vulnerable customers can be identified; why you, as the adviser, must develop a policy and what that policy may comprise; and, to finish off, how the current environment may affect client vulnerability.

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Rachel Vahey
Name

Rachel Vahey

Job Title
Senior Technical Consultant

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulation affects them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for our website.

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