Dealing with vulnerable persons - understanding your responsibilities

Identifying and addressing customer vulnerability is increasingly important, from a regulatory and from a social perspective. Yet, it can still be a difficult area to approach with clients. Every single one of your existing or future clients has the potential to be vulnerable at some point in their lives, but discussing those issues can still feel like something of a taboo. In this guide, SimplyBiz outlines the regulatory requirements and gives best practice advice for dealing with these situations.