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BIBA webinar - Vulnerable customers presented by Premium Credit

This session is designed to provide essential guidance to our partners on how to identify a vulnerable customer. The session will help partners understand who qualifies as a vulnerable customer and what procedure they should have in place for vulnerable customers.

Learning objectives:

Throughout the session we will cover the following:

  • What is a vulnerable customer?
  • Who qualifies as a Vulnerable Customer?
  • Texas Model Vulnerability
  • How to identify a vulnerable customer?
  • Common mistakes firm’s make regarding vulnerable customers
  • What procedures should firms have in place for vulnerable customers?
  • PCL’s vulnerable customers process
  • Scenarios of poor and good customer journeys
  • Forbearance options

Presenter - Jenner Brewer & Ethan Dyke

Delegates participating in the accredited webinar can claim up to 1 CPD hour towards the CII member CPD scheme. A formal completion certificate will be issued for members attending and returning a feedback form.  

DISCLAIMER:

Our webinars are designed to give information and guidance and we aim to make them as accurate as we can at the time of presentation and recording. However, they may sometimes represent individual views and BIBA cannot guarantee, nor do they accept any responsibility or liability for, the accuracy or completeness of the content or for any loss which may arise from reliance on information contained within these presentations and recordings.

 

When
March 6th, 2025 2:00 PM through  3:00 PM
Location
Teams Meeting
Login Details to be sent 24 hours prior to event
United Kingdom