Recognising vulnerable clients

By Lora Benson | Aug 29, 2017
Vulnerability can appear in many guises. Some are easy to identify such as physical disability, whilst others may be subtler like loss of mental capacity.

Vulnerability can appear in many guises. Some are easy to identify such as physical disability, whilst others may be subtler like loss of mental capacity.

With the FCA directing advisers to treat vulnerable clients with appropriate levels of care, we’ve identified key indicators to help you.



Just Retirement

 

Just is the new name for Partnership and Just Retirement.

It’s an exciting new brand which represents the heritage, legacy, passion, purpose and vision of our new organisation. We’re rethinking retirement, and we’d love to start a new conversation about retirement with you.

Just is honest and moral with a strong social purpose. A beacon within financial services. We believe everyone deserves a fair, secure and fulfilling retirement, and that financial intermediaries are best placed to help people with the choices they need to make to achieve this.

Just is a trading name of Just Retirement Limited, Just Retirement Money Limited, Partnership Life Assurance Company Limited and Partnership Home Loans Limited which are subsidiary companies of JRP Group plc. JRP Group plc was formed by the merger between Just Retirement Group and Partnership Assurance Group in 2016. For more details about the JRP Group please visit: www.jrpgroup.com

We are one of the UK’s leading providers of specialist financial services solutions, completely focused on meeting the needs of people thinking about, approaching, or in retirement. Let's have a new conversation about retirement