Being able to recognise vulnerabilities and to respond to individual situations is becoming even more important as the rapidly rising cost of living creates new vulnerabilities for our customers such as debt or lower financial resilience while making other situations such as illness, abuse or de-stabilising life events more difficult to manage.
The FCA’S “Guidance for firms on the fair treatment of vulnerable customers” published in February 2021 requires that firms should ensure that their staff have the skills and capability to recognise and respond to the needs of vulnerable customers to achieve good outcomes for them and the recent FCA letter to financial services CEO's in June 2022 on supporting customers affected by the rising cost of living has reinforced their expectations.
The course will be delivered digitally over two half-days and will be led by an expert Samaritans facilitator using a variety of tools to encourage interaction and group learning. This course will help participants to:
Who should attend?
This course is aimed at anyone who has contact with vulnerable customers, service users – or colleagues – on a daily basis; and will help them to manage those conversations effectively with confidence and sensitivity.
"The course was fantastic and well structured. I learnt a lot from Chris and from other participants, and I am excited to share with my colleagues the techniques and information that I have learnt."
"Very good training that will come in useful in our day to day activities and to help support our customers."
"Brilliant! Was really friendly and comfortable environment to discuss what can be a very difficult subject. Never was forced to do anything I didn’t want to do which encouraged me to join in more."
(Delegate feedback from our 2023 courses)
5 & 6 June 2024
09:30 - 12:30 each day
£385 per delegate (VAT exempt) - BSA Members only
Complete the online form to secure your place.
(Registration closes at 4pm on Tuesday 4th June 2024)
Please direct any enquiries to: email@example.com