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 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 1-hour 1-to-1 meeting to discuss vulnerability questions or challenges specific to your organisation.
All meetings will be led by Helen Pettifer.
A recording of the meeting & resources will be sent to any participant who is unable to attend a session.
The Vulnerability Mentoring Programme Overview
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.
This programme is designed for those in the development of inclusive service provision. It includes team members involved in:
· Customer experience
· Product & Service Design
· Risk & Compliance
Each mentoring group is limited to a maximum of 8 members, to ensure everyone benefits from valuable contributions and collaborations.
Who Will Benefit from the Vulnerability Mentoring Programme?
For dates and availability on the next Vulnerability Mentoring Programme or any other questions, please contact info@helenpettifer.com
The monthly themes offer a comprehensive understanding of:
Client Base – the circumstances and impacts that can define your customers as vulnerable
Organisational Responsibility – legal, regulatory and moral responsibilities and how these impact policies, practices and processes
Roles & Responsibilities – specifically, how to embed the fair treatment of vulnerable customers across the workforce
Needs & Support – identifying vulnerability and sources of internal and external support to meet needs and mitigate the risk of harm to customers
Organisational Culture – developing an inclusive mindset throughout the organisation to ensure consistency and continuous improvement
Skills & Capabilities – developing confidence in recognising and responding to a range of vulnerabilities
Vulnerability Mentoring Programme Monthly Themes
I’m delighted that you are interested in embedding vulnerability into your business agenda and strategy. A culture of inclusivity brings so many benefits to your organisation.
The cost per programme member is £1,200 + VAT
Interested in Joining the Programme?
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.