Winmark Network Meeting

Vulnerable Customers - Getting it right

About

The FCA’s recent review of industry practices found a renewed focus on vulnerability, with many organisations taking positive steps. Yet, gaps remain — particularly in measuring outcomes and ensuring consistent support for those with multiple vulnerability characteristics.

As delivering effectively for vulnerable customers benefits all, this meeting will focus on what "good" looks like for pension trustees and how Chairs can ensure that their scheme’s governance, communications, and service design meet both regulatory expectations and the real needs of vulnerable members.

Speaker

Roisin O'Shea

Business development

Rothesay

Speaker

Charlotte Clarke

Director of Cross Cutting Policy and Strategy Supervision, Policy & Competition

Financial Conduct Authority (FCA)

Other Events

We reserve the right to decline registrations in line with our policy.