vulnerable customers.

support those who need it most.

Vulnerable customers are individuals who, due to personal circumstances, have a need for additional care and support.

For both ethical and regulatory reasons, organisations must consider the needs and circumstances of their vulnerable customers to ensure they are providing them with the right type of service and support.

At Rise Learning Group, we have worked with both healthcare and financial services providers to improve the level of knowledge and skill required to support vulnerable customers. We run remote, open courses on this important topic, sharing best-practice across industries.

Our courses include industry-standard and FCA approved tools such as TEXAS, CARERS & IDEA and are always up to date with changing regulations and industry findings.

open courses.

identifying vulnerable customers

This half-day session focuses on understanding who vulnerable customers are and how we can identify them. By the end of this session you will be able to:

  • Apply the FCA terms of vulnerability and explain what this means to your organization
  • Explain the four drivers of vulnerability (health, life events, resilience and capability)
  • Describe how vulnerability can be permanent or non-permanent
  • Identify triggers through the conversations we have with vulnerable customers

Price: £350 per person + VAT


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supporting vulnerable customers

In addition to the above, this full-day session looks at how we can support vulnerable customers and how we can communicate with them effectively. By the end of the session you will be able to:

  • Apply the FCA terms of vulnerability and explain what this means to your organization
  • Explain the four drivers of vulnerability (health, life events, resilience and capability)
  • Describe how vulnerability can be permanent or non-permanent
  • Identify triggers through the conversations we have with vulnerable customers
  • Communicate effectively with vulnerable customers, using models such as TEXAS and IDEA
  • Ensure third party compliance through the CARERS model
  • Effectively deal with typical scenarios you might encounter and articulate the appropriate support

Price: £500 per person + VAT


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bespoke courses

We are also able to create bespoke solutions and run courses specifically for your organisation.

To find out more about how Rise Learning Group can help you to support your Vulnerable Customers, please contact us today.

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End to end induction

We use our effective four stage approach to build a bespoke end to end induction and onboarding solution that is right for you.

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Build your own induction

Our ‘build your own’ approach includes a framework, one to one coaching sessions and invaluable shared experience to provide best in class new starter development

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