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Vulnerable Clients


26 March 2024
Households below average income - DWP statistics
Statistics on the number and percentage of people living in low income households for the financial years ending 1995 to 2023, which show that the percentage of pensioners in material deprivation significantly increased in the financial year ending 2023

21 February 2024
Trusts for the disabled and the vulnerable - the legal criteria
The law and taxation of trusts for the disabled and the vulnerable

14 February 2024
How to have difficult conversations with your partner about money - It's Good to Talk (about money) Podcast
The latest "It's Good to Talk (about money) podcast" on how to have difficult conversations with your partner about money

05 February 2024
Resilience in a Changing World - It's Good to Talk (about money) Podcast - Bank of England interest rate decision
In this month's episode of 'The It's Good To Talk (about money) Podcast,' Hannah and Laura delve into the Bank of England's decision to maintain the base rate at 5.25%. They also explore the unexpected rise in inflation towards the close of 2023, analyse current car insurance pricing trends, and share insights on how individuals fared financially during dry January, revealing the average savings achieved

02 January 2024
Divorce Day 2024 - January 2nd
Did you know lawyers often refer to the first day back to work as ‘Divorce Day’!?

20 December 2023
What's the safest way to pay? - Resilience in a Changing World
In this podcast, Hannah Coffey is joined by Laura Rettie for the last podcast of the year for the resilience in a changing world podcast series, to talk about the safest way to pay - the most obvious debate being cash or card

11 December 2023
Trusts for the disabled and vulnerable - IHT and CGT advantages
Preferential treatment for IHT and CGT purposes

04 December 2023
The difference between credit cards and the pros and cons of using them - Resilience in a Changing World
In this podcast, Hannah Coffey speaks to Laura Rettie about the difference between credit cards and the pros and cons that come with using them

09 November 2023
Talk Money Week 2023 - Half of us are 'vulnerable'...
Understanding the FCA’s view of vulnerability and the spectrum of risk attached

31 October 2023
Is Buy Now Pay Later a good idea? - Resilience in a Changing World - A cost-of-living podcast series
Here is a new episode of the cost of living podcast series called Resilience in a changing world. This episode answers your questions about the buy now pay later process.

20 October 2023
Techlink in Conversation Podcast - Episode 58 - Vulnerability Series - Hannah Coffey - Vulnerability and Client Assistance
Eddie Grant catches up with Hannah Coffey, Vulnerability and Client Assistance Manager to consider the common queries, Consumer Duty and hints and tips to deliver great client outcomes.

11 October 2023
Resilience in a Changing World - A cost-of-living podcast series - Should you pay back your Student Loans?
Here is a new episode of the cost of living podcast series called Resilience in a changing world. This episode talks about people who went to university and have outstanding student loans.

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Tel: 020 7405 1600
Fax: 020 7405 1601

Email: enquiries@technicalconnection.co.uk

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