Safeguarding Customers at Risk

Join us as we focus on practical supports financial service providers can provide to vulnerable customers at this time.

In recent years, financial institutions have stepped up their approach to customers who find themselves in vulnerable circumstances. They understand any customer can suddenly become vulnerable and have difficulties in managing their finances. Effective training and empowerment of frontline staff to act helps with complex situations where there is vulnerability and financial abuse. This approach has facilitated banks and others in adapting to the new forms of vulnerability that arise due to the Covid-19 crisis.

This event will look at at banking best practice in safeguarding customers and highlight key challenges and sector initiatives:

• Who are “customers who are vulnerable”

• Brief legal and regulatory context

• Best practice approach of financial institutions

• Experience of Covid-19 - impact on customers

• Key sector initiatives

The event will be held over Zoom. Please ensure you have access to Zoom in advance of the event taking place. Zoom is available on all PCs, laptops, tablets and Apple or Android devices. The link to the event will be emailed to registered members on the day of the webinar.

Registration for the event will close once we reach capacity or at 3pm the day before the event.