Recent Features and Opinion
Get the message
In the second of a two-part article on effective client communication, Fiona du Feu looks at the different – and not always obvious – ways in which clients may be vulnerable, and how your firm can best support them
Easy to understand
We all know it’s highly likely that when client communication goes wrong, complaints can follow. But even if you think you’re communicating well, are you really being understood, especially by vulnerable clients? Fiona du Feu explains
Workshop: Pensions
Luke Brooks and Paul Garwood sum up their workshop on pensions.
Workshop: Elderly client care and the Mental Capacity Act 2005
Delegates at the conference could choose between five workshops, run twice over the course of the day. Helen Clarke rounds up hers on elderly client care and the Mental Capacity Act 2005
Safety first
Melinda Giles provides a comprehensive guide to the safeguarding process for adults and what you can do if you have a concern about a vulnerable client
The small print
The Competition and Market Authority’s recent market study into the care home industry found that people are not being treated fairly. Caroline Bielanska presents a guide to the care home contract terms that are likely to be unfair, and what you can do if you encounter them
Meeting expectations
Regulators have been taking a keener interest of late in how professional services firms protect their vulnerable clients. What level of service should you expect from financial advisers in this area? David Mulholland explains
Caring for elderly and vulnerable clients: the conference recap
Kate Mahon reviews the highlights from our 2018 conference on elderly and vulnerable client care.
Nothing but a number
Worth it
Workshop: Elderly client care and the Mental Capacity Act 2005
Cash back
Under review
A fine line
Digital danger
Care package
Make your connection
Workshop: Elderly client issues
Back to Basics: Funding of care fees
Danger on the doorstep
Hide away
Sign it over
Read the signs
SPECAL delivery
Come together
Dignity in death
Private Client Section annual conference 2016: Workshops
Close to home
Giving you the benefits
Reduced circumstances
To top it all
Bill of health
Back to Basics: Managing stocks and shares as part of an estate
Generation game
Too simple?
At a crossroads
Angela Rippon interview
Workshops
Silver linings
In with the new
Directory enquiries
Reach out
Manual handling
Have a care
Age old problem
Pick of the bunch
Careful as you go
Balancing act
Course of action
Take care
Mental notes
Darkening the door
New tricks
Annual Conference 2014: Elderly client issues
Meek: who shall inherit?
Handle with care
Forward planning
Time is of the essence
Influencing factors
PS September 2013
PS July 2013
PS January 2013
