Vulnerability Mentoring Programme

Translating the FCA Guidance into Practice.

The Financial Conduct Authority’s Consumer Duty and Guidance on the Fair Treatment of Vulnerable Customers is widely supported; however, implementation can be a challenge.

This mentoring programme is designed to impart knowledge and practices to support consistent and compliant inclusivity.

The cost of the programme is £1,200 +VAT per member, including all resources, worksheets, activities, and a 1-2-1 session with Helen Pettifer.

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“It’s helped raise the awareness and understanding that we should focus on the support needed as opposed to the ‘why they need it’. The exercise around identifying our weak spots has helped me improve and change wording.”

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“Having completed the mentoring programme I must say it is has been informative and thought provoking. Each month it digs a little deeper at you and stretches you to really think about why you do what you do and if you are just ticking boxes or making effective changes for everyone.”

Benefits to your organisation.

By joining this mentoring programme, both the individual and the organisation will gain knowledge and practices to embed vulnerability within business practices.

  • Specialised knowledge, expertise and valuable insights in understanding vulnerable customers and their needs
  • Guidance on FCA regulatory requirements related to vulnerable customers, ensuring compliance
  • Identify and mitigate potential risks associated with vulnerable customers, reducing the likelihood of negative outcomes
  • Develop strategies to better engage and connect with vulnerable customers
  • Cross-sector networking to gain a deeper understanding of the vulnerability landscape and good practices

Expert guidance.

Gain a comprehensive understanding of the vulnerability landscape.

Tailored learning.

You’ll receive actionable insights and resources to implement within your organisation.

1-2-1 with Helen.

Includes a 1-hour meeting with Helen to discuss your business strategy.

Expert guidance.

Gain a comprehensive understanding of the vulnerability landscape.

Tailored learning.

You’ll receive actionable insights and resources to implement within your organisation.

1-2-1 with Helen.

Includes a 1-hour meeting with Helen to discuss your business strategy.

Programme Outcomes.

  • Deeper understanding of the nature and scale of vulnerability within your client base
  • Recognise your organisation’s legal, regulatory and ethical responsibilities
  • Understand the importance of recruiting for vulnerability
  • Gain insights into customer’s customers needs and how to support them
  • Recognise the importance of creating an inclusive and empathetic workplace culture
  • Understand the importance of increasing vulnerability skills and confidence in team members
At a glance.

The 6-month programme includes a 3-hour monthly meeting to share:

  • A masterclass on the monthly topic
  • Collaborative discussion
  • Activities to deepen understanding
  • Resources to support implementation

Plus a personal one hour 1-to-1 meeting to discuss vulnerability questions or challenges specific to your organisation.

Download brochure Request more information

Request more information.