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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The course was very informative. It helped greatly that the content was delivered in the context relative to the job roles of the attendees. It was very pleasing to see everyone was engaged and participated, particularly over a long session, which is testament to Helen and her delivery. Another positive was the difference in delivery styles throughout the session (powerpoint/group discussion/breakout groups etc) which would have benefit varying learning preferences. It is clear Helen is very passionate.

Roisin M · 13 May 2026
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Response: Roisin, thank you for your positive feedback and kind comments, it's much appreciated. It's great to hear that the delivery styles worked well for the group and that the content was informative and relevant.

Great host, engaging and genuine - more fidget toys please!

Benjamin S · 27 Apr 2026
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Response: Thank you for your positive feedback and kind words Benjamin, I'm so pleased you found the training engaging. Glad you liked the fidget toys too!

I think the course was very useful and done in a great way that it was interactive but not in your face.

Sophie R · 24 Apr 2026
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Response: Thank you for your positive feedback and comments Sophie. I'm glad you found the training useful.

I was a bit apprehensive before attending the course but after attending it I can give it a 10/10. From start to finish it was brilliant. Everyone was involved and that was down to Helen, she did an amazing job in presenting the course

Sukdev D · 23 Apr 2026
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Response: Thank you so much for you feedback, Sukdev. I am really pleased you enjoyed the training and that any apprehension you felt before joining, was eased. Thank you for your kind words too, they are much appreciated.

You can see Helen thoroughly enjoys what she does and brings it out in her her presentation

Nicky I · 23 Apr 2026
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Response: Nicky, thank you for you positive feedback, it is much appreciated.

Very well-rounded, knowledgeable and engaging session. Would certainly recommend to anyone in an insurance environment who would be customer facing

Ben B · 10 Mar 2026
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Response: Thank you for your positive feedback and recommendation, Ben. I am so glad you found the training engaging.

An excellent course and well presented

John D · 09 Mar 2026
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Response: Thank you for your positive feedback, John. I am so pleased you enjoyed the training.

I really think Helen did an excellent job in delivering the course and is evidently, very knowledgeable on the topics discussed. In my personal opinion however, I do not like virtual delivery of a training course as I do not get the same benefit and focus that you would if you were face-to-face. Being in person also makes it easier to bounce ideas of each other as opposed to through a screen when it's hard to input in conversation without talking over someone or interrupting. Also technical issues are almost always present which cannot be helped. This is just my personal preference. I also feel like it was a long time to sit at a screen and listen with only one short break (as your camera had to be on at all times it felt quite awkward to leave to pop to the toilet, etc, when needed). I did find my attention wandering more than it should for this reason but again, I am not a fan of virtual delivery which plays a big part. Overall, I did feel very supported by Helen in this course and cannot fault her clear passion and experience in this field however, I did not feel that I personally gained any new information from the course but appreciate this will vary from person to person.

Emma A · 09 Mar 2026
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Response: Emma, thank you for your detailed and considered comments and kind words. I understand your personal preference for in-person training and it's important that you learn in a way that works best for you. Your comment about breaks times will be taken into consideration for future courses, thank you.

The course was very good - I found it very informative and the trainer was excellent

Jayne P · 05 Feb 2026
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Response: Thank you for leaving such positive feedback Jayne, I'm so glad you found the training informative.

The course was very helpful and informative. It was very helpful to look at situations from a different perspective and be provided with additional tools to best identify and assist vulnerable customers. I would only suggest including additional breaks. There was a lot of information to take in and I believe many would benefit from having some time to absorb the information, stretch their legs or take their headset off for a while (where sessions are on Teams). Having just a couple more breaks of 5-10 minutes to remove the headset, look away from the computer and give your eyes/brain a break would make a big difference.

Louise E · 05 Feb 2026
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Response: Louise, thank you for taking the time to leave such positive feedback. It's great to hear that you found the training informative. There is a lot of information to cover in the time, and I appreciate the need for regular breaks. I will take your comments on board, thank you.