Supporting Vulnerable Customers reviews

4.9 (374 reviews)
AI summary of reviews

Attendees particularly value Helen’s expert, compassionate use of personal experience to make vulnerable-customer issues relatable and memorable. They describe sessions as interactive, thoughtfully structured and engaging, combining practical examples, discussions, workbook exercises and useful signposting resources. Her FCA knowledge, empathy and ability to answer questions help participants explore difficult conversations with confidence. Reviewers say they leave with concrete tools, improved awareness and approaches they can apply immediately in customer-facing and wider workplace roles.

Expert facilitationPractical resourcesInteractive learning

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Very engaging and interesting course. I enjoyed the breakout rooms to discuss options with peers, very beneficial and I will take a lot of information away from this course.

Lorna P · 17 Apr 2024
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Response: Thank you for your positive feedback Lorna. I am glad you enjoyed the breakout rooms and took lots of information away from our course.

I will commit to properly identifying vulnerable people and to improve my communication based on the helpful information provided by this course.

Moira M · 16 Apr 2024
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Response: Moira, thank you for your positive feedback and commitment to the training. I am glad you found the course helpful.

through this session, I can easily identify customers who are potentially vulnerable. I will be more extra careful in handling this type of customer and do not assume in any situation. Thanks Helen and Jasbinder!

Shin P · 16 Apr 2024
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Response: Shin, Thank you for your positive feedback. We are glad you found the session useful.

very helpful to recognise vulnerable customer, I've realise that there are many today is very productive and more learnings

Catherine E · 16 Apr 2024
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Response: Thank you for your positive feedback, Catherine, I am glad you found the course helpful.

Helen was so engaging and knowledgeable in delivering this course. She had answers for every question we had and her warmth while giving support definitely helped make what is a tough subject better to learn about. I feel better equipped to help customers now. Thank you so much Helen!

Katie H · 16 Apr 2024
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Response: Katie, thank you for your positive, detailed feedback and kind words. I am so pleased you feel better equipped to help customers following our course.

Engaging and enjoyable day- course tailored to reflect the group involved and help in my role. Useful tips to manage vunerable customers.

Martin L · 29 Feb 2024
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Response: Martin, thank you for your positive feedback. I am really pleased you found the course engaging and enjoyable and took away some useful tips.

Course was adapted for our needs. It was engaging and worthwhile.

Gayle S · 29 Feb 2024
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Response: Thank you for your positive feedback, Gayle. I am so glad you found the course engaging and worthwhile.

This session was a re-fresher as we had completed the course last year which Helen took into account and adapted the course to suit our needs. During the course we concentrated on areas of development that we needed and advice she could give us on dealing with vulnerable consumers in specific circumstances. Despite having completed the course before, the refresher session was invaluable and I left the course with new ideas on how we could improve the service we offer vulnerable consumers.

Noleen C · 28 Feb 2024
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Response: Noleen, thank you for taking the time to leave such positive and detailed feedback. I am really pleased that the training was valuable to you and that the advice provided some new ideas.

Very informative and well delivered course.

Andrea F · 28 Feb 2024
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Response: Thank you for your positive feedback Andrea. I am so glad you found the course informative.

Helen was an excellent trainer and very knowledgeable. I really enjoyed the session. Thank you.

Aoife O · 15 Feb 2024
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Response: Aoife, thank you for your positive feedback and kind comments. I am so glad you enjoyed the session.