PIMFAPIMFA's Customer Vulnerability Learning Programme
Prepare for what's ahead
Against a backdrop of changing customer expectations and needs, regulatory fines, Dear CEO letters and frequent regulatory announcements, the need for Wealth Managers, Private Banks, and Financial Advice and Planning Firms to deliver improved outcomes for customers with characteristics of vulnerability has never been greater.
To ensure your firm’s approach to the identification, treatment, and outcomes monitoring of customers in vulnerable circumstances meets the FCA’s guidance and expectations, PIMFA has partnered with vulnerability experts from The Money Advice Trust to design a sector-specific learning programme that supports your firm:
- Design, execute and transform your strategy and operating model to better deliver for customer vulnerability.
- Align your approach to customer vulnerability with industry best practices.
- Implement new approaches to understanding, managing, and serving customer vulnerability.
- Create a plan for dealing with your firm’s most critical challenges for customers with characteristics of vulnerability.
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