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Protecting Vulnerable Customers - (FCA 2023)
This module will show you how to spot and support the vulnerable customers you will come across in your role, in order to comply with Financial Conduct Authority (FCA) guidance.
THE DETAILS
Protecting Vulnerable Customers - (FCA 2023)
This workshop will help you
After completing the module learners will be able to:
Understand why & how the FCA has introduced regulation on protecting vulnerable customers
Recognise signs & characteristics of vulnerability in your target market and customer base
Appreciate the impact that you could potentially have on a vulnerable customer’s life if they are not managed appropriately
Know what actions to take when dealing with vulnerable customers, to protect both them and your organisation
Understand the consequences of not complying with this guidance to customers, yourself, and your organisation
Recognise signs & characteristics of vulnerability in your target market and customer base
Appreciate the impact that you could potentially have on a vulnerable customer’s life if they are not managed appropriately
Know what actions to take when dealing with vulnerable customers, to protect both them and your organisation
Understand the consequences of not complying with this guidance to customers, yourself, and your organisation
Key topics we address
Intro: why is protecting vulnerable customers so important?
Insights from the FCA
Drivers of customer vulnerability
Spotting vulnerable customers in your interactions
Customer scenarios and how to do what’s right
The consequences of non-compliance, to you and your organisation
Practical tools to guide you
Assessment & certification
Insights from the FCA
Drivers of customer vulnerability
Spotting vulnerable customers in your interactions
Customer scenarios and how to do what’s right
The consequences of non-compliance, to you and your organisation
Practical tools to guide you
Assessment & certification
Here's some additional information
Prices exclude VAT unless stated
This module can be customised and provided direct to your organisation
There is also a follow up workshop for managers;
Please contact us to find out more and discuss your requirements
This module can be customised and provided direct to your organisation
There is also a follow up workshop for managers;
Please contact us to find out more and discuss your requirements
Sample
Here's a short video showing you what this module looks like
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