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IT HAS NEVER BEEN MORE IMPORTANT TO HAVE THE RIGHT TRAINING AND PROCESSES IN PLACE TO SUPPORT AT-RISK CLIENTS
AND GETTING THE RIGHT TEAM TO SUPPORT YOU. 

 

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Consulting Services

With the increased importance across multiple industries on the identification and support of at-risk clients (be it from reduced mental capacity or financial vulnerability), it has never been more important to ensure you have the correct processes, policies and training in place to support your business.

Our highly experienced consulting team, led by Tim Farmer have already supported a number of organisations in developing the skills and processes necessary to identify and support at-risk clients and are considered leaders in the fields of mental capacity and financial vulnerability assessment and support.

Consulting Solutions

Having ineffective processes  or gaps in policy around the identification of at-risk clients can pose a significant business risk. Our consulting services are designed to support your organisation in minimising this risk as well as ensuring positive outcomes for vulnerable people. 

Each one of our consulting projects tend to be unique and built around the needs of our clients, but can typically cover:

  • Vulnerable client identification and support process reviews

  • Mental capacity identification processes and procedures

  • At-risk client policy development (vulnerable or reduced mental capacity)

  • Gap analysis in vulnerable client policies and procedures

  • Defining internal training requirements (which we can them deliver against).

 

Training Solutions

We are able to provide a range of training solutions to support businesses in identifying and supporting at-risk clients, often complimenting our digital solutions. This includes:

  • How to identify and support at-risk clients

  • Asking those difficult questions

  • intro to financial vulnerability

  • The Mental Capacity Act in practice for will writers

  • The Mental Capacity Act for health care professionals.

For more information or to discuss any specific needs your organisation has, please do contact us.

Some of our projects

PARTNER TRAINING- FINANCIAL VULNERABILITY

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We have delivered a series of sessions for individual partner firms focusing on the identification and assessment of financial vulnerability. By utilising existing adviser knowledge we are able to build upon this foundation with clinical and regulatory knowledge to ensure improved client outcomes. We also use webinars to deliver wider training for the entire SJP Partnership

VULNERABLE CLIENT PATHWAYS

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Tim Farmer worked with Aviva to review their existing consumer pathway for Equity Release Mortgages. The aim of this was to ensure a better identification of financially vulnerable clients and thereby ensuring better outcomes for those identified as being at risk

Tim Farmer is a regular speaker and trainer at various Irwin Mitchell events. He has delivered training for specific departments within Irwin Mitchell such as Private Client which focused on the practicalities of assessing mental capacity in line with the Mental Capacity Act and associated caselaw.

MENTAL CAPACITY TRAINING

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want to speak to one of our team ?