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.

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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.

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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.’

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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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