Financial Vulnerability Taskforce

The FVT promotes greater UNDERSTANDING, encourages appropriate BEHAVIOURS and established GOOD PRACTICE in respect of consumer vulnerability.

[Consumer Duty @ConsumerDuty]

Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice?

This new webinar looks at the key building blocks of good advice and the practical steps firms have taken.

Learn more and register https://t.co/TrYLjVWeoe

#ConsumerDuty

[Financial Vulnerability Taskforce @FVTaskforce]

Looking forward to ⁦@littlemisswoww⁩ talking about financial abuse at the next session at the ⁦@CISI⁩ #financialplanning23 conference.

Take your seats and pin back your ears. Financial planners play a crucial part in combatting financial abuse.

[Consumer Duty @ConsumerDuty]

Our CEO, Keith Richards, sharing the stage with @katesilverton to recorgnise excellence across the Platform and Advice sector.

Congratulations to all the finalists at this evenings Schroders UK Platform Awards! @SchrodersUKPA

#SchrodersUKPA

[Financial Vulnerability Taskforce @FVTaskforce]

A timely reminder on vulnerability and how advisers can best meet the needs of clients in vulnerable circumstances.

Referring to our vulnerability charter is an excellent way to demonstrate your commitment @ConsumerDuty website.

https://t.co/1UfWUKxK9l via @profadviser

[SIFA Professional @SIFA_News]

Not to late to book on for the inaugural @ConsumerDuty Champions Forum:

https://t.co/IMpC41gpK4

[Consumer Duty @ConsumerDuty]

Interested in or responsible for implementing Consumer Duty? This new webinar could be for you.

It’ll cover some of the Duty’s thorniest issues and how to cut through the noise to focus on the things that really matter.

Find out more and register https://t.co/kUPLdPddKh

[Just Adviser @Just_Adviser]

60 minute CPD opportunity – Consumer Vulnerability in Later Life, developed in collaboration with SOLLA. Updated for 2023. New learning outcomes include Consumer Duty and the FCA expectations concerning vulnerability. #FinancialPlanning #Paraplanners https://t.co/4UT5cfXxCI

[Office of the Public Guardian @OPGGovUK]

If you lose the power to make certain decisions, a lasting power of attorney (LPA) keeps those decisions with the people you trust.

Start a conversation today. Find out more:
https://t.co/hMlwXbInsC

#YourVoiceYourDecision

[FT Adviser @FTAdviser]

Consumer Duty Alliance hits 10k members in 5 months https://t.co/soCqqaXLQg

[Financial Vulnerability Taskforce @FVTaskforce]

Lasting powers of attorney are an important legal mechanism for properly supporting people who are in vulnerable circumstances

#SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty

@pfsconf @StudyLIBF @CISI @STEPSociety @SFELawyers

[Office of the Public Guardian @OPGGovUK]

Anyone over the age of 18 can register a lasting power of attorney (LPA). An LPA makes it easier for the people you trust to support you when you need it most.

Find out more and hear people talk about their experience of LPAs:
https://t.co/hMlwXbHPD4

#YourVoiceYourDecision

[Consumer Duty @ConsumerDuty]

We’re delighted that Michael has agreed to chair this key Alliance forum.

His first-hand regulatory knowledge add to his hands-on experience since leaving the FCA, means that there are few better placed to chair the forum.

#SafePairOfHands #FinancialPlanning #ConsumerDuty

[Financial Vulnerability Taskforce @FVTaskforce]

This is a very valuable guide that has been authored by a panel of subject matter experts.

It addresses the very important matter of bereavement from a professional adviser’s perspective and represents a very practical guide.

https://t.co/x20Tl5HWfT

[Professional Adviser @Profadviser]

Financial Vulnerability Taskforce issues guide to support bereaved clients https://t.co/yaZOtK4o2o

[Consumer Duty @ConsumerDuty]

Lasting powers of attorney are an important legal mechanism in supporting people in vulnerable circumstances and the @OPGGovUK provides a useful reminder that it’s important that they are set up correctly.

#SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty

[Robin Melley TEP, CFP™ @RobinMelley]

⁦@annstanyerWB⁩ examines growing awareness of financial abuse and what practitioners should know:

#SafePairOfHands #FinancialPlanning #ConsumerDuty

⁦@STEPSociety⁩ ⁦@SOLLAadvice⁩ ⁦@SFELawyers⁩ ⁦@CISI⁩ ⁦@StudyLIBF⁩ https://t.co/WA2KdxCUuR

[garry hale 🌎🌱 @garryhale]

#SarcomaAwarenessMonth

[Consumer Duty @ConsumerDuty]

Our CEO, Keith Richards, representing the voice of the profession at the All Party Parliamentary Group, discussing #ConsumerDuty

@pfsconf @CISI @StudyLIBF @TheFCA @SOLLAadvice

[Robin Melley TEP, CFP™ @RobinMelley]

It’s been a fascinating afternoon, sharing a platform with @BrodiesLLP and @Just_Adviser in #EDINBURGH at the @CII_Edinburgh CPD event on advising clients in vulnerable circumstances; waxed lyrical about the role of @ConsumerDuty and @FVTaskforce on how to be a safe pair of hands

[Financial Vulnerability Taskforce @FVTaskforce]

A timely reminder from @Just_Adviser on the use of ‘BRUCE’ in handing vulnerability.

#SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty

@pfsconf @CII_Edinburgh @CIIGroup

[Consumer Duty @ConsumerDuty]

Looking forward to @Just_Adviser presentation on #consumerduty at the @CII_Edinburgh vulnerability event at @BrodiesLLP in #Edinburgh

@pfsconf @CIIGroup

[AdvisingFamilies @AdvisingFamily]

Today's informative article was written by Heledd Wyn TEP and covers what a Health and Welfare Lasting Power of Attorney is and how you can use it.

Read the article: https://t.co/XY3DpDWtRi

#LPA #LastingPowerofAttorney