Vulnerable Customers – Why do we need to have Training?
By Angie – at Angels Admin Support I many posts and articles about Vulnerable Customers, I consult with, and provide training to clients within the Financial Services sector about Vulnerable customers, so I am aware of the need for Vulnerable Customer training, resources, empathy, and understanding, but in the past I don’t think that I […]
New Consumer Duty – further questions from the Financial Conduct Authority
The New Consumer Duty Rules have been operational since July 2023 for “Open” books of business and will also apply to “Closed” books of business from July 2024. Should your Firm be lucky enough to be interviewed by staff from the FCA then here are a few furhter questions for you to think about. How […]