As 2023 draws to a close, you’ll be wrapping up all the great work you’ve done throughout the year, and you might be thinking about new ways to give that extra gift of support for your clients in vulnerable circumstances.
To assist your new year plans and to complement your vulnerability process, here's a list of the top six tools and resources, recently shared at the Just retirement and later life conference, ‘Healthy, Wealthy… & Vulnerable?’
- Vulnerability in retirement guide
- Consumer vulnerability training module
- Vulnerability matters guide
- Vulnerability policy checklist
- Inspiration from our latest Vulnerable Customer Awards’ winners
- External resource signposting links
Access all resources
Visit the Customer Vulnerability, Vulnerable Customer Conference and Consumer Duty areas of justadviser.com for a range of support to help you raise staff understanding and develop effective vulnerability policies.