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Avoiding bad outcomes for vulnerable customers

‘Bad outcomes’ is an all-embracing term, ranging from things which are problematic to disastrous. It also slightly sanitises how devastating interactions with firms can be for someone who is vulnerable.

This webinar considers all consumer vulnerabilities but has a particular expert focus on individuals who are some of the most vulnerable – those who are disabled or living with a life-limiting illness. Ensuring these customers receive fair treatment and support is crucial for ethical and compliant service delivery.

This session will provide in-depth insights into identifying and addressing the unique challenges faced by these groups. We will explore best practice for creating inclusive policies and procedures that prevent negative outcomes, emphasising the importance of empathy and tailored support. Our expert speakers will also discuss the latest regulatory guidelines and their implications for businesses, ensuring compliance while enhancing customer experience.

This webinar will be useful for financial advice firms, customer service professionals, compliance officers, and business leaders committed to fostering an inclusive and supportive service culture.

Meg Kirby of Legal Care has been providing legal services to those in desperate need for many years. We hear from Meg about her work and what lessons can be learnt to avoid these situations.

This event is currently in the planning stage. Topics may be updated and may change.

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24 October

Customer vulnerability – will AI be the answer?

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12 December

Customer vulnerability and insurance claims