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12.19

Practical tips for advising vulnerable clients

This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer.

This webinar was held by our own more2life Marketing Director Stuart Wilson, and guest speakers Lucy Batten and Tim Farmer.
 

We will discuss the more2life research, in which we asked equity release advisers their thoughts on spotting vulnerable clients.

 

Tim is an award winning author and expert witness specialising in the assessment of mental capacity.

 

Lucy is the Technical Solicitor at Equilaw, who will be discussing client capacity and vulnerability, lender requirements for Power Of Attorney’s, and recommended investigations for capacity/duress concerns.

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