Webinar

Tailored and Effective Vulnerability Training: Your Questions Answered

This webinar took place on the 30th September 2024

This webinar was hosted in conjunction with:

The Financial Conduct Authority’s Consumer Duty has underscored the shortcomings of many firms’ existing vulnerability training programs, prompting reflection among organisations in other regulated and non-regulated sectors. Contrary to popular assumptions, the solution doesn’t lie solely in increased investment but in a fundamental shift in training strategies. By transforming your approach, content, and delivery, you can effectively engage all employees and cultivate a culture of positive behavioural change.

In this free 60-minute webinar, Adrian Harvey, CEO of Elephants Don’t Forget, and Chris Fitch, Vulnerability Lead Consultant at Money Advice Trust, will discuss common barriers to effective vulnerability training. They explore practical solutions and strategies that your firm can implement to create training that empowers employees and assists all customers to engage and interact with your organisation.

Key discussion topics include:

  • Why the guidance from regulators will demand your firm to rethink your approach to vulnerability training.
  • How you can finally design and deliver vulnerability training beyond ticking a box.
  • How to ensure your vulnerability training is not just a regulatory requirement, but a strategic investment.
  • The four fail-safe ways you can improve employee engagement and behavioural impact.
  • How, going forward, you can measure and evidence the effectiveness of your vulnerability training.

Watch the webinar here

Meet our webinar panel

Adrian Harvey
CEO | Elephants Don't Forget
Adrian spent the first decade of his career working in corporate banking and lending with ABN AMRO, GE Capital & BNP Paribas. He joined the energy sector to bring commercial expertise to the privatisation of British Gas and spent ten years in the sector. He was Managing Director of the largest residential business of British Gas and Managing Director of Eon’s property services and renewable energy business.
Chris Fitch
Vulnerability Lead Consultant | Money Advice Trust
Chris Fitch is the Trust’s Vulnerability Lead, and a Research Fellow at Bristol University’s Personal Finance Research Centre. Over the last 13 years, Chris has run a programme of research on vulnerability, financial difficulty, and financial services. This has involved research underpinning the design of the Debt and Mental Health Evidence Form, as well as the first ever UK study of the experience of frontline creditor staff when working with customers in vulnerable situations.

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