You've recorded your client's vulnerable circumstance. Job done - right?
Well, according to Beth Yolland-Jones, Clinical Lead at Comentis, recording your client's vulnerability should be part of an ongoing journey and not a one-off task. Hear what she has to say about this and more in these new vulnerability myths bite-sized videos.
The questionnaire has been designed to help you ask questions and formulate actions around vulnerability, to support the wellbeing of your clients.
You can also visit the customer vulnerability and Consumer Duty areas of justadviser.com for a range of support to help you develop effective vulnerability policies.
For more information, please call their support team on 0345 302 2287 or email.