Working with Vulnerable Clients
About This Webcast
Working with vulnerable clients, understanding their needs and adapting your services to meet them has always presented some complex challenges for financial planners. However, the introduction of the new Consumer Duty rules, requires firms to consider a wide range of vulnerabilities as an integral part of their service proposition. In this timely and highly relevant webcast, Jon Dunckley – a leading expert in working with vulnerable clients - will offer insights and practical tips for any firms preparing their plans for the implementation of Consumer Duty. He will be in conversation with Andrew Walker, Regional Director & Vice President of Dimensional Fund Advisors. Learning outcomes • Understand the definitions of vulnerability and how they impact clients • Explore the drivers of vulnerability: health, resilience, capacity, and life events • Gain valuable insights into neurodiversity, and why you should care about it • Understand the importance of ‘inclusion by design’ Should you have any queries, please contact us at digitalevents@cii.co.uk
Speakers
Andrew Walker
Regional Director , Dimensional
Andrew Walker is a Regional Director in Dimensional’s Global Client Group. Based in the London office, Andrew helps financial advisers develop an understanding of capital market research and its application to portfolio management. He is also responsible for constructing portfolio analysis presentations for advisers, training advisers in asset allocation and portfolio construction using proprietary software and consulting with advisers on practice management issues. Andrew has more than 25 years of experience working with financial advisers. Prior to joining Dimensional, Andrew was a business development manager for Vanguard Asset Management, where he was responsible for distribution and promotion of Vanguard mutual funds and ETFs via intermediaries in the East Midlands and East Anglia. He holds Chartered MCSI and IMC designations, along with a Diploma in Regulated Financial Planning.
Jon Dunckley
Founding Director , About Consulting Group
Jon is founding director of the About Consulting Group and has nearly 30 years’ experience in financial services. He is a speaker, writer, and trainer covering diverse topics including customer – the subject of his MSc in financial planning. He holds the Fellowship of the PFS, CII, LIBF and CISI as well as being both a Certified and Chartered Financial Planner and holding an MSc in financial planning, for which he researched. He’s also proudly autistic and a passionate advocate for the benefits of neurodiversity in the workplace.