Financial Vulnerability Taskforce
@FVTaskforce
Followers
202
Following
246
Media
6
Statuses
140
The FVT promotes greater UNDERSTANDING, encourages appropriate BEHAVIOURS and established GOOD PRACTICE in respect of consumer vulnerability.
United Kingdom
Joined February 2022
Looking for clarity on how Consumer Duty applies to the ‘coalface’ of delivering financial advice? This new webinar looks at the key building blocks of good advice and the practical steps firms have taken. Learn more and register https://t.co/TrYLjVWeoe
#ConsumerDuty
0
5
6
Looking forward to @littlemisswoww talking about financial abuse at the next session at the @CISI #financialplanning23 conference. Take your seats and pin back your ears. Financial planners play a crucial part in combatting financial abuse.
1
1
6
Our CEO, Keith Richards, sharing the stage with @katesilverton to recorgnise excellence across the Platform and Advice sector. Congratulations to all the finalists at this evenings Schroders UK Platform Awards! @SchrodersUKPA
#SchrodersUKPA
1
5
13
A timely reminder on vulnerability and how advisers can best meet the needs of clients in vulnerable circumstances. Referring to our vulnerability charter is an excellent way to demonstrate your commitment @ConsumerDuty website. https://t.co/1UfWUKxK9l via @profadviser
0
0
2
Not to late to book on for the inaugural @ConsumerDuty Champions Forum: https://t.co/IMpC41gpK4
0
2
2
Interested in or responsible for implementing Consumer Duty? This new webinar could be for you. It’ll cover some of the Duty’s thorniest issues and how to cut through the noise to focus on the things that really matter. Find out more and register
0
3
6
60 minute CPD opportunity – Consumer Vulnerability in Later Life, developed in collaboration with SOLLA. Updated for 2023. New learning outcomes include Consumer Duty and the FCA expectations concerning vulnerability. #FinancialPlanning #Paraplanners
https://t.co/4UT5cfXxCI
0
3
5
If you lose the power to make certain decisions, a lasting power of attorney (LPA) keeps those decisions with the people you trust. Start a conversation today. Find out more: https://t.co/hMlwXbInsC
#YourVoiceYourDecision
1
3
3
Consumer Duty Alliance hits 10k members in 5 months
ftadviser.com
A trade body that was set up by advice industry veteran Keith Richards to help the financial services industry comply with the consumer duty rules has now gained more than 10,000 members.
0
4
5
Lasting powers of attorney are an important legal mechanism for properly supporting people who are in vulnerable circumstances #SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty
@pfsconf @StudyLIBF @CISI @STEPSociety @SFELawyers
Anyone over the age of 18 can register a lasting power of attorney (LPA). An LPA makes it easier for the people you trust to support you when you need it most. Find out more and hear people talk about their experience of LPAs: https://t.co/hMlwXbHPD4
#YourVoiceYourDecision
0
5
7
We’re delighted that Michael has agreed to chair this key Alliance forum. His first-hand regulatory knowledge add to his hands-on experience since leaving the FCA, means that there are few better placed to chair the forum. #SafePairOfHands #FinancialPlanning #ConsumerDuty
Consumer Duty Alliance appoints former FCA specialist to lead forum
0
4
7
This is a very valuable guide that has been authored by a panel of subject matter experts. It addresses the very important matter of bereavement from a professional adviser’s perspective and represents a very practical guide. https://t.co/x20Tl5HWfT
0
2
5
Lasting powers of attorney are an important legal mechanism in supporting people in vulnerable circumstances and the @OPGGovUK provides a useful reminder that it’s important that they are set up correctly. #SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty
A lasting power of attorney (LPA) must be signed in a specific order✍️ Signing in the wrong order could delay your application, or may mean you have to re-do it. 💻 For more support and guidance visit https://t.co/80AyPhqPjC
0
5
5
@annstanyerWB examines growing awareness of financial abuse and what practitioners should know: #SafePairOfHands #FinancialPlanning #ConsumerDuty @STEPSociety @SOLLAadvice @SFELawyers @CISI @StudyLIBF
solicitorsjournal.com
Ann Stanyer examines growing awareness of financial abuse and what practitioners should know
0
4
5
'Given the limited number of people who have heard of sarcoma, I believe it is essential to bring about immediate change.' Visit https://t.co/ZkEQFBYkG7 to learn more. #SizeDoesMatter #SarcomaAwarenessMonth #SarcomaAwareness #SarcomaIsCancer
0
1
4
Our CEO, Keith Richards, representing the voice of the profession at the All Party Parliamentary Group, discussing #ConsumerDuty
@pfsconf @CISI @StudyLIBF @TheFCA @SOLLAadvice
0
2
7
It’s been a fascinating afternoon, sharing a platform with @BrodiesLLP and @Just_Adviser in #EDINBURGH at the @CII_Edinburgh CPD event on advising clients in vulnerable circumstances; waxed lyrical about the role of @ConsumerDuty and @FVTaskforce on how to be a safe pair of hands
0
4
8
A timely reminder from @Just_Adviser on the use of ‘BRUCE’ in handing vulnerability. #SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty
@pfsconf @CII_Edinburgh @CIIGroup
0
0
2
Looking forward to @Just_Adviser presentation on #consumerduty at the @CII_Edinburgh vulnerability event at @BrodiesLLP in #Edinburgh
@pfsconf @CIIGroup
0
5
8
Today's informative article was written by Heledd Wyn TEP and covers what a Health and Welfare Lasting Power of Attorney is and how you can use it. Read the article: https://t.co/XY3DpDWtRi
#LPA #LastingPowerofAttorney
0
1
4