Robin Melley | Client vulnerability: Promoting industry-wide care and best practice
Description
In this episode of Just Covered, we meet Robin Melley, a founder and director of the Consumer Duty Alliance and co-founder of the Financial Vulnerability Taskforce. As the only person to win UK Chartered Financial Planner of the Year twice, Robin is a force to be reckoned with. We were lucky enough to get his insight into the evolution of the Financial Vulnerability Taskforce. And hear about his more recent work with us on the Thematic Review checklist, which has already proven a transformative tool for helping advisers with Consumer Duty. Don’t miss this one…
This episode also covers:
· Common misconceptions around vulnerability, and the importance of building awareness of it into every financial plan.
· The five key questions Robin recommends you ask every client seeking financial advice.
· The need to build trust and engagement as an industry to bridge the advice gap and further enhance client outcomes.
United States
