This presentation was originally written to address the issue of advising clients with mental health issues, but just before we ran the sessions the FCA published their paper on vulnerability so it’s been broadened out at little to cover that as well. Although mental health is the main theme throughout and it gives a good example of how to treat this aspect of vulnerability.

    I occasionally make reference to additional content which we made available just to threesixty clients, but if you send me an email ( with any requests I’ll try and help out.

    The presentation is CPD-able. Click on the below to start playing, and the 'enter full screen' icon bottom right to enlarge.

    I hope it's useful.

    Dealing with vulnerable clients presentation from threesixty services llp on Vimeo.

    Read more: What to do if a client discloses a mental health issue

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