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The popular Consumer Vulnerability in Later Life online training provided by Just with content created by SOLLA, is updated for 2025/2026. This latest version includes the safeguarding considerations for clients who may not have someone they can trust or are able to help them with their finances, and good practice when advising couples.
By completing this training, you’ll be able to understand:
- how to better support older and vulnerable clients
- the importance of additional safeguards to help avoid foreseeable harm and assist clients with their decision-making
- how digitalisation and exclusion are increasing vulnerability to fraud and measures to help protect clients’ money, and
- how to ensure clients, including those with the characteristics of vulnerability, receive consistently good outcomes in line with Consumer Duty.
Completed over 21,000 times since launch in 2019, this training is specifically for financial advisers, paraplanners, administrators and all other financial advisory teams. On successful completion, you'll receive a 60 minute CPD certificate.
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