Pension regulator steps up scam fighting efforts

The Pensions Regulator (TPR) has launched a new three-pronged scam prevention strategy as concerns over rising vulnerability amongst pension savers continue to rise.


Planners underestimating client vulnerability

Financial Planners are underestimating the number of clients that could qualify as vulnerable under Financial Conduct Authority guidelines, according to a new report.


Taskforce warns on vulnerability and sudden wealth

The Financial Vulnerability Taskforce, the industry body campaigning for better treatment of vulnerable clients, has launched a new guide to help planners work better with clients who are vulnerable due to experiencing ‘sudden wealth.’


Editor’s Column: Spotting the invisible clients

There has been much talk lately about how Financial Planners can spot and work with vulnerable clients.

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