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Financial Implications for Vulnerable Clients

The session covers identifying vulnerable clients, catering to their needs, current rules, investment risks, and a real-life case of supporting them through litigation and settlement.

Training details

In the training, we will cover what defines a ‘vulnerable client’, who the key vulnerable groups are, and how you can cater for them fairly and effectively. We will take you through the latest rules and policies and show you how to recognise your clients’ needs and understand their mindset at various stages of settlement. The team will also explore the important relationship between risk and reward when investing for vulnerable clients and take you through a real-life case study where a vulnerable client has been supported through the later stages of litigation and into life after settlement.

This session will cover:

    • Defining a vulnerable client
    • Understanding of the key groups: who can be considered vulnerable?
    • Understanding the new rules on vulnerability
    • Understanding what vulnerable clients need
    • Understanding the mind of a claimant at the point of settlement
    • Appreciating the relationship between risk and reward
    • A solicitor’s role in protecting claimants post-settlement

Watch here

Training facilitators

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Ashley Howell
Presenter Frenkel Topping Limited

Ashley joined Frenkel Topping in 2017 as part of the graduate scheme and now serves as a Consultant. Her responsibilities include supporting clients throughout litigation and providing financial advice post-settlement.

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Danielle Gibson
Host Frenkel Topping Group

Danielle is Group Business Development Manager with over a decade’s experience in the Personal Injury and Clinical Negligence sector. She has a background in marketing and fundraising gained whilst working for both a national law firm’s Personal Injury team and the Child Brain Injury Trust.

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Knowledge Hub is a trading style of Frenkel Topping Group PLC which is registered in England and Wales no: 04726826
Registered Office Address: Frenkel House, 15 Carolina Way, Salford, M50 2ZY
contactus@frenkeltopping.co.uk

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