Supporting Vulnerable Customers reviews

4.9 (381 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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Showing 171–180 of 386 reviews

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“

Really good course and it was heartening to realise we already implemented many of the techniques in support of vulnerable people.

Alan B · 27 Jul 2023
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Response: Thank you for taking the time to leave feedback Alan, I am glad you enjoyed the course and that it confirmed you are already using many of the techniques mentioned.

“

The course was incredibly well designed and presented. It was emotionally engaging which helped really hit home that this course is representing all people with vulnerabilities across a wide spectrum. The resources provided compliment the course and will form part of an essential took kit to move forward with, applicable not only within our working roles as well as our personal lives.

Rachael L · 27 Jul 2023
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Response: Rachael, I really appreciate you taking the time to leave such positive feedback. I am pleased you found the course engaging and helpful for both work and personal life. Thank you.

“

I have a great deal of experience dealing with vulnerable customers, but in a face to face environment. I was interested to see, how the event would equip me, with the skills to identify and address vulnerabilities over the telephone, and via e-mail - which is how much of my day to day communications are carried out. I feel the event helped me to do this, and I now feel more confident. Helen was very engaging and passionate about coaching, and the subject matter. So much so that I listened to one of her podcasts during our lunch break, on the day. I would recommend that my colleagues attend the event, and the wider business. Thank you.

Lisa P · 27 Jul 2023
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Response: Lisa, thank you for your lovely feedback, it is much appreciated. I am so pleased you feel more confident after the course.

“

thank you Helen - informative, relevant and interesting course. worthwhile taking time out to reflect on practice.

Janet W · 26 Jul 2023
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Response: Janet, thank you for taking the time to leave such positive feedback. I am so pleased you found the course informative and interesting.

“

the course refocused my attention more on the dealing of vulnerable customers and to think more about what the person you are talking to may be going through.

Val B · 24 Jul 2023
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Response: Val, thank you for taking the time to leave such positive feedback, it is much appreciated.

“

Thoroughly engaging training, Professional delivery. Very highly recommended

Lisa W · 21 Jul 2023
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Response: Thank you for taking the time to leave such positive feedback Lisa and for your recommendation. I am so glad you found the course engaging.

“

The course content was relevant to topic. Helen was very knowledgeable and patient, affording everyone the time to talk. It was helpful to hear the challenges that other teams face and how they address them. I also enjoyed the time where we broke off into smaller groups

Lesley M · 19 Jul 2023
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Response: Lesley, thank you for leaving such positive feedback. I'm really pleased you found the content and format of the course helpful.

“

very useful session with some great tools on how to support vulnerable customers

Charlie B · 11 Jul 2023
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Response: Charlie, thank you very much for your positive comments. I am pleased you enjoyed the session and found the tools provided useful.

“

Helen was great and informative and interacted with the group displaying great knowledge and practices which can be used in our sector of work

Reggie R · 09 Jul 2023
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Response: Thank you for taking time to leave feedback, Reggie. I am so pleased you found the course informative.

“

Very informative and helped me to reflect on myslef and how I could do better for my customers and colleagues alike.

Asif H · 08 Jul 2023
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Response: Thank you for taking time to leave feedback Asif, I really appreciate your comments and am glad you found the course informative.