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Your latest vulnerability update from Just

 

 

 
Health conditions, whether physical or mental, visible or hidden, can affect a client’s ability to make informed financial decisions at any stage of life. Providing effective support requires recognising subtle signs, allowing extra time, adapting communication, and responding with empathy to help prevent foreseeable harm.
 
Clear records and outcome-focused monitoring can also demonstrate how these needs are identified, supported, and translated into positive client outcomes. Just can help you put this into practice with resources to identify and record vulnerability. 

Download useful vulnerability resources  >

 

Complete the consumer vulnerability training
 
Get a CPD certificate on successful completion of the current Consumer Vulnerability in Later Life training provided by Just with content created by SOLLA.

 

 

 

Get help from the client wellbeing questionnaire
 
The questionnaire has been designed to help you ask questions and formulate actions around vulnerability, to support the wellbeing of your clients.
 

 

 

 

You can also visit the customer vulnerability and Consumer Duty areas of justadviser.com  for a range of support to help you develop effective vulnerability policies.
 
For more information, please call the Just support team on 0345 302 2287 or email: [email protected]

 

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