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Vulnerability

Vulnerable Clients

15 April 2025

Handling customer bereavement and power of attorney - good practice and areas for improvement
The Financial Conduct Authority (FCA)’s findings on how firms support customers in vulnerable circumstances, looking at how banks and building societies handled customer bereavement and power of attorney and what improvements could be made

28 January 2025

Types of trust - an overview
The main types of trust in use in the UK

17 January 2025

Trusts for the disabled and vulnerable - IHT and CGT advantages
Preferential treatment for IHT and CGT purposes of trusts for the disabled and vulnerable

17 January 2025

Top 5 Links - Women and pensions
The gender pensions gap

19 December 2024

How an individual can provide for the later costs of care
Ways in which a person can provide for the possible future costs of care