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Podcast: FTAdviser Podcast
Episode: Vulnerability: Taking stock of investment risk post-Covid
Description: The Financial Conduct Authority is keen to make sure financial services companies are treating customers fairly and paying mind to whether the client is potentially vulnerable. But has Covid made us all fall into this category at some level?This is not just relevant at the time of the initial consultation but also ongoing – are our investments that we chose three years ago still suitable? Are they going to be suitable in three or five or even seven years' time? How does one best assess investment suitability when it comes to advising people who may be in a vul...