Identifying and supporting vulnerable clients
In this podcast Alex Roberts, PIMFA Senior Policy Advisor, and Chris Fitch, The Vulnerability Lead at The Money Advice Trust, discuss how PIMFA member firms can develop a clear processes to identify and help a vulnerable customer.
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Customer Vulnerability
Where consumers may be more susceptible to harm, requiring firms to provide fair treatment, support, and tailored services.
Join us for an engaging day of insights and networking at the PIMFA Regional Roadshow in Bristol. This event brings together industry experts and peers to explore the latest developments…
Free
Date & Time: 28th Apr 2026 (10:00) - 28th Apr 2026 (15:00)
CPD: 3
Location: Computershare
The purpose of the Regulatory Board Sub Committee is to advise PIMFA on all regulatory matters of significance to its...