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.
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...