News & Views

Aviva: Recognising the signs of a vulnerable customer

Investment videos for Financial Advisers & Paraplanners

22 Oct 2019

Aviva: Recognising the signs of a vulnerable customer

If we think of someone who is vulnerable, we generally conjure up the image of an elderly person, a child, or maybe someone with a disability. Appearances are deceptive, however. A 90-year-old woman may know exactly what policies and investments she has and comes to a meeting with her portfolio choices already drafted. Similarly, a disability, whether physical or learning-based, will not automatically mean the client needs extra help.

Read more 

Email this article Print Share on Twitter Share on LinkedIn Share on Facebook Share on Google+


Not yet registered?

Please complete this form to join our community

Select your role:
Confirm Password

Visit the Aviva sponsor area

Read more Aviva articles and find out more about their Tools & Resources here..

Join the Panacea community

Join the Panacea community for free and recieve news, guides, whitepapers, event information, special offers and more!