You’ve put systems and support measures in place to help vulnerable customers, yet the take-up is low. How can you encourage customers to access what they need?

In this 1-hour session we’ll explore the barriers to customer’s disclosing information, recognising and overcoming those barriers and thinking outside the box to encourage customers to share

We will cover:

  • Understanding barriers to disclosure – including fear and shame
  • Respecting privacy, personal preferences and perspectives
  • Recognising barrier behaviours and characteristics
  • Explaining the benefits and data protection
  • Building trust and encouraging disclosure – over the telephone, in written communications and digitally
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: Wednesday, 1 April 2026
Time: 15:00 - 16:00

£35.00 excl. VAT per delegate

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