Just Group and SOLLA update broker training for working with vulnerable clients
By
Roger Baird
26
th January 2021
12:12 pm
Just Group and the Society of Later Life Advisers have updated their training advice on brokers should work with vulnerable clients and their families.
The training module includes a new section on coronavirus – with more people expected to become vulnerable due to ill-health, bereavement or financial difficulties brought on by the pandemic.
The updated guidance also includes a section on cognitive decline and how this links to vulnerability.
Just Group and SOLLA say the new module “takes into account” updated guidelines by City watchdog Financial Conduct Authority on vulnerability, which are expected to be published in the first three months of this year.