The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

A Fresh Perspective on Supporting Customer Vulnerability

In this podcast, David Ostojitsch and Alex Roberts from PIMFA discuss the importance of addressing customer vulnerability in financial services. They explore PIMFA’s newly launched ‘Customer Vulnerability Guide’. The conversation covers the challenges firms face in identifying vulnerable customers and the need for a supportive organisational culture. Additionally, they highlight the potential of technology to help identify vulnerabilities and offer resources to enhance firm practices.

You may also be interested in

Customer Vulnerability

Where consumers may be more susceptible to harm, requiring firms to provide fair treatment, support, and tailored services.
The PIMFA Financial Crime Conference is returning for its 2026 edition – with the regulatory, governmental and technological approach to tackling financial crime evolving, PIMFA will be ready to update…
£275.00 – £590.00
Date & Time: 26th Feb 2026 (9:30) - 26th Feb 2026 (18:00)
CPD: 5 Location: Shoosmiths
The purpose of the Regulatory Board Sub Committee is to advise PIMFA on all regulatory matters of significance to its...