Customer Vulnerability
Where consumers may be more susceptible to harm, requiring firms to provide fair treatment, support, and tailored services.
More on Customer Vulnerability
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
PIMFA Summary of FCA – retail banking multi firm review on the treatment of customers in vulnerable circumstances (findings) April 2025
FCA – The Vulnerability Review Findings and Next Steps
FCA Vulnerability Review publications 7 March 2025 summary
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....
Hear from leading industry experts on the key issues facing compliance professionals in the investment management and financial advice world. Bringing together a high-level audience who can engage with the…
£275.00 – £630.00
Date & Time: 25th Sep 2025 (10:00) - 25th Sep 2025 (18:00)
CPD: TBC
Location: Hybrid
Customer Vulnerability: A Summary of the 24 October Launch Event
A Summary of the 24 October Launch Event Full Briefing
PIMFA Understanding Customer Vulnerability Briefing note 31 October
Understanding Customer Vulnerability – Guidance for Firms (2024)
PIMFA's Customer Vulnerability Learning Programme, led by the award-winning vulnerability training team at The Money Advice Trust …
£1,799.00 – £2,300.00
Date & Time: 23rd Sep 2025 (9:30) - 18th Nov 2025 (12:30)
CPD: 18
Location: Virtual
PIMFA Guide to Vulnerable Customers
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The purpose of the Regulatory Board Sub Committee is to advise PIMFA on all regulatory matters of significance to its...