The FVT promotes greater UNDERSTANDING, encourages appropriate BEHAVIOURS and established GOOD PRACTICE in respect of consumer vulnerability.
United Kingdom
Joined February 2022
- Tweets140
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Financial Vulnerability Taskforce retweeted
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 bit.ly/49Gx1cJ
#ConsumerDuty
Financial Vulnerability Taskforce retweeted
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
Financial Vulnerability Taskforce retweeted
Not to late to book on for the inaugural @ConsumerDuty Champions Forum:
bovill.com/event/cutting-thr…
Financial Vulnerability Taskforce retweeted
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 bit.ly/3P39glo
Financial Vulnerability Taskforce retweeted
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 ow.ly/mizc50PzSOm
Financial Vulnerability Taskforce retweeted
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:
powerofattorney.campaign.gov…
#YourVoiceYourDecision
ALT A mum looks at the camera, smiling. Her adult daughter is looking at her, smiling. The image is in black and white. Text over the top shows the hashtag Your Voice, Your Decision. #YourVoiceYourDecision
Financial Vulnerability Taskforce retweeted
Consumer Duty Alliance hits 10k members in 5 months on.ft.com/45pH5ns
Financial Vulnerability Taskforce retweeted
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
Financial Vulnerability Taskforce retweeted
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 gov.uk/opg
ALT Lasting power of attorney (LPA) documents must be signed in a specific order.
Financial Vulnerability Taskforce retweeted
@annstanyerWB examines growing awareness of financial abuse and what practitioners should know:
#SafePairOfHands #FinancialPlanning #ConsumerDuty
@STEPSociety @SOLLAadvice @SFELawyers @CISI @StudyLIBF solicitorsjournal.com/sjarti…
Financial Vulnerability Taskforce retweeted
#SarcomaAwarenessMonth – at Scotland, United Kingdom
'Given the limited number of people who have heard of sarcoma, I believe it is essential to bring about immediate change.'
Visit sarcoma.org.uk/kay to learn more.
#SizeDoesMatter #SarcomaAwarenessMonth #SarcomaAwareness #SarcomaIsCancer
ALT 'I hope to inspire change and support others facing this rare form of cancer.' - Kay Wierba
Financial Vulnerability Taskforce retweeted
Our CEO, Keith Richards, representing the voice of the profession at the All Party Parliamentary Group, discussing #ConsumerDuty
@pfsconf @CISI @StudyLIBF @TheFCA @SOLLAadvice
Financial Vulnerability Taskforce retweeted
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
Financial Vulnerability Taskforce retweeted
Looking forward to @Just_Adviser presentation on #consumerduty at the @CII_Edinburgh vulnerability event at @BrodiesLLP in #Edinburgh
@pfsconf @CIIGroup
Financial Vulnerability Taskforce retweeted
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: bit.ly/3xT7jAp
#LPA #LastingPowerofAttorney
Financial Vulnerability Taskforce retweeted
What 3 things should IFAs focus on Post Consumer Duty? Keith Richards and Catherine Thirlaway say:
1) Price and Value Assessments and review/refresh of the target market analysis
2) Provider and panel ....
Log in to read what they think!
ftadviser.com/regulation/202…
Financial Vulnerability Taskforce retweeted
Vulnerability is an issue coming under increasing scrutiny by the Financial Conduct Authority. Developed by #SOLLA in collaboration with @Just_Adviser learn about our vulnerability training tool here: bit.ly/45G3lue #LaterLifeAdvisers #VulnerabilityMatters
Financial Vulnerability Taskforce retweeted
Join us for the final webinar of the Consumer Duty focus series, where Martin Lines
discusses how to respond to clients' current needs and establish practices in line with Consumer Duty. Register now. #ConsumerDutyFocus
ow.ly/fvm550OwgOY
Financial Vulnerability Taskforce retweeted
HCI is committed to independent and inclusive advice which means fair treatment to clients who may find themselves in vulnerable situations. We are proud to support the @FVTaskforce (Financial Vulnerability Taskforce) and adopt it’s Charter #FinancialPlanning #SafePairOfHands
Financial Vulnerability Taskforce retweeted
Our final article chosen by @RobinMelley from @matrixcapital follows on from explaining a lasting power of attorney with advice on who to choose as an attorney.
Read the article: bit.ly/CorrieLPA
#LPA #LastingPowerOfAttorney
ALT Image of person signing official looking documents.