Upcoming Events

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Vulnerability Live Q & A Hosted by Helen Pettifer
1 August 2025

Vulnerability Live Q & A Hosted by Helen Pettifer

Bring along your questions on any aspect of consumer vulnerability to ask Helen in this live Q & A session.
Free to attend
How to Check That Customers Understand the Information You’ve Shared
4 August 2025

How to Check That Customers Understand the Information You’ve Shared

How do you check consumer understanding? A ‘yes’ response or nod of the head is not enough, so what else can we do to ensure that customers have what they need to make informed decisions?
£35.00 excl. VAT per delegate
How to Respond When a Client Discloses a Terminal Diagnosis
20 August 2025

How to Respond When a Client Discloses a Terminal Diagnosis

This session will equip you with practical strategies to approach sensitive financial conversations with empathy, professionalism, and confidence.
£35.00 excl. VAT per delegate
Vulnerability Live Q & A Hosted by Helen Pettifer
5 September 2025

Vulnerability Live Q & A Hosted by Helen Pettifer

Bring along your questions on any aspect of consumer vulnerability to ask Helen in this live Q & A session.
Free to attend
How to Compliantly Record Vulnerable Circumstances on Customer Records
8 September 2025

How to Compliantly Record Vulnerable Circumstances on Customer Records

Recording appropriate client information while adhering to GDPR is a challenge for many organisations. What is appropriate when consent is given and what should you do if it’s not?
£35.00 excl. VAT per delegate
Vulnerability Trainers Live Q&A
22 September 2025

Vulnerability Trainers Live Q&A

Bring along your questions and objectives on any aspect of vulnerability training to ask Helen in this live Q & A session.
Free to attend
Accessible & Inclusive Customer Conversations
29 September 2025

Accessible & Inclusive Customer Conversations

A 1-hour session exploring the importance of understanding and recognising communication differences, preferences and challenges.
£35.00 excl. VAT per delegate
How to Deliver Good Customer Outcomes
6 October 2025

How to Deliver Good Customer Outcomes

What defines a good outcome and what does it look like for the customer? How different is the customer’s perception of a good outcome to the organisation’s?
£35.00 excl. VAT per delegate
Vulnerability Live Q & A Hosted by Helen Pettifer
6 October 2025

Vulnerability Live Q & A Hosted by Helen Pettifer

Bring along your questions on any aspect of consumer vulnerability to ask Helen in this live Q & A session.
Free to attend