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Your latest vulnerability update from Just

 

 

Sudden wealth can create vulnerability just as much as financial loss. To help support your clients in these situations, Just have brought together a range of resources, including:

  • an on-demand webinar with Special Educational Needs and Disabilities Association (SENDA), which highlights additional considerations when supporting families with special educational needs and disabilities (SEND), where vulnerability and long‑term outcomes often extend beyond the immediate client;
  • a Client wellbeing questionnaire, to help you support your clients; and
  • the Financial Vulnerability Taskforce’s ‘Sudden Wealth Adviser Guide,’ which provides practical guidance on recognising risks and adapting advice.

 

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.

Download the Policy effectiveness assessment

If you’re responsible for reviewing and updating vulnerability policy, Just have developed a useful assessment with suggested questions to help you. 

 

 

Access all resources  >

 


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 their support team on 0345 302 2287 or email.
 
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