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.
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.
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
Location: London excel
The purpose of the Regulatory Board Sub Committee is to advise PIMFA on all regulatory matters of significance to its...