This event was provided by the CISI Compliance Forum with guest speakers Dr Christopher Fitch, Research Fellow at the Personal Finance Research Centre (University of Bristol), Vulnerability Lead at the Money Advice Trust, and a Fellow of the Royal Society for Public Health and Leigh Caldwell behavioural economist, founder of the Irrational Agency and author of The Psychology of Price.

Joining the panel is Bernardine Reese MD Protiviti and Compliance Forum committee member.

Key topics will include a short history of the regulatory background for customer vulnerability, thoughts and insights from Dr Christopher Fitch and Leigh Caldwell about what customer vulnerability is, how it might manifest, behavioural insights into customers who may be vulnerable and considerations for Firms in how to manage their interactions with customers who may be vulnerable and MI that may help with this.

Hosted on Acast. See acast.com/privacy for more information.