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Advisers need vulnerable client solutions now

AJ Bell senior analyst Tom Selby and Canada Life technical director Andrew Tully discuss helping vulnerable clients

Advisers need vulnerable client solutions now

This year the regulator will be looking more closely at how financial services firms are helping their vulnerable clients. But advisers should not be waiting to be told what to do. 

In the latest episode of planning people, AJ Bell senior analyst Tom Selby and Canada Life technical director Andrew Tully tell Ollie Smith about the diversity of vulnerable customers, what training is useful and available, and share personal stories. 

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