Financial vulnerability: understanding and identifying capability and resilience

The Financial Conduct Authority (FCA) guidance on financial vulnerability has identified health events, life events, resilience and capability as the four main drivers that may place your clients in vulnerable circumstances.

In this webinar Tim Farmer explores what the terms capability and resilience mean in relation to financial vulnerability, and how the adviser can use a combination of technology and interview techniques to become better equipped in identifying the impact of these specific drivers upon their clients.