Gain Confidence in Talking Money with Customers

Conversations about affordability, budgets, debt and financial understanding can be uncomfortable for both customer and frontline teams. We offer practical advice on how to initiate and manage conversations about money that enable you to provide appropriate products and support.

Who should attend?
  • Customer facing staff
  • Claims handlers
  • Complaints handlers
  • Vulnerability Champions and leads
  • Customer Service Team Leaders
Toolkit Details.

Each 1-hour Vulnerability Toolkit session focuses on a specific aspect of working with vulnerable customers, offering practical insights and tools to navigate complex challenges with confidence and care.

Date: Monday, 19 January 2026
Time: 13:00 - 14:00

Book 5 places, get the 6th free
Add 6 places to your basket - the discount applies automatically at checkout.

£35.00 excl. VAT per delegate

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