The FVT promotes greater UNDERSTANDING, encourages appropriate BEHAVIOURS and established GOOD PRACTICE in respect of consumer vulnerability.
Joined February 2022
- Tweets 140
- Following 563
- Followers 200
- Likes 246
6 Photos and videos
Financial Vulnerability Taskforce retweeted
21 Nov 2023
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
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Looking forward to @littlemisswoww talking about financial abuse at the next session at the @CISI #financialplanning23 conference.
Take your seats and pin back your ears. Financial planners play a crucial part in combatting financial abuse.
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Financial Vulnerability Taskforce retweeted
19 Sep 2023
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
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11 Sep 2023
A timely reminder on vulnerability and how advisers can best meet the needs of clients in vulnerable circumstances.
Referring to our vulnerability charter is an excellent way to demonstrate your commitment @ConsumerDuty website.
professionaladviser.com/4124… via @profadviser
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Financial Vulnerability Taskforce retweeted
10 Sep 2023
Not to late to book on for the inaugural @ConsumerDuty Champions Forum:
bovill.com/event/cutting-thr…
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Financial Vulnerability Taskforce retweeted
5 Sep 2023
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
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Financial Vulnerability Taskforce retweeted
25 Aug 2023
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
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Financial Vulnerability Taskforce retweeted
24 Aug 2023
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
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Financial Vulnerability Taskforce retweeted
18 Aug 2023
Consumer Duty Alliance hits 10k members in 5 months on.ft.com/45pH5ns
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10 Aug 2023
Lasting powers of attorney are an important legal mechanism for properly supporting people who are in vulnerable circumstances
#SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty
@pfsconf @StudyLIBF @CISI @STEPSociety @SFELawyers
10 Aug 2023
Anyone over the age of 18 can register a lasting power of attorney (LPA). An LPA makes it easier for the people you trust to support you when you need it most.
Find out more and hear people talk about their experience of LPAs:
powerofattorney.campaign.gov…
#YourVoiceYourDecision
ALT A couple hug. The image is in black and white. Text over the top shows the hashtag 'Your Voice, Your Decision'. #YourVoiceYourDecision
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Financial Vulnerability Taskforce retweeted
8 Aug 2023
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
8 Aug 2023
Consumer Duty Alliance appoints former FCA specialist to lead forum on.ft.com/3QvBAiN
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This is a very valuable guide that has been authored by a panel of subject matter experts.
It addresses the very important matter of bereavement from a professional adviser’s perspective and represents a very practical guide.
consumerduty.org/images/Vuln…
8 Aug 2023
Financial Vulnerability Taskforce issues guide to support bereaved clients ow.ly/ijNo104QzoT
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Financial Vulnerability Taskforce retweeted
8 Aug 2023
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
8 Aug 2023
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.
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Financial Vulnerability Taskforce retweeted
23 Jul 2023
@annstanyerWB examines growing awareness of financial abuse and what practitioners should know:
#SafePairOfHands #FinancialPlanning #ConsumerDuty
@STEPSociety @SOLLAadvice @SFELawyers @CISI @StudyLIBF solicitorsjournal.com/sjarti…
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Financial Vulnerability Taskforce retweeted
22 Jul 2023
21 Jul 2023
'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
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Financial Vulnerability Taskforce retweeted
20 Jun 2023
Our CEO, Keith Richards, representing the voice of the profession at the All Party Parliamentary Group, discussing #ConsumerDuty
@pfsconf @CISI @StudyLIBF @TheFCA @SOLLAadvice
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Financial Vulnerability Taskforce retweeted
16 Jun 2023
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
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16 Jun 2023
A timely reminder from @Just_Adviser on the use of ‘BRUCE’ in handing vulnerability.
#SafePairOfHands #FinancialPlanning #Collaboration #ConsumerDuty
@pfsconf @CII_Edinburgh @CIIGroup
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Financial Vulnerability Taskforce retweeted
16 Jun 2023
Looking forward to @Just_Adviser presentation on #consumerduty at the @CII_Edinburgh vulnerability event at @BrodiesLLP in #Edinburgh
@pfsconf @CIIGroup
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Financial Vulnerability Taskforce retweeted
15 Jun 2023
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
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