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Supporting Clients in Vulnerable Circumstances : Virtual Reality (VR) Workshop

New date coming soon

Face-to- Face Training Workshop

Chartered Insurance Institute, 3rd Floor, 20 Fenchurch Street, London, EC3M 3BY

New date coming soon

Empowering financial futures: a virtual reality experience supporting clients in vulnerable circumstances. 

This in person workshop, delivered over a half-day, will aim to support you and your team to develop their soft skills and general awareness when dealing with clients in vulnerable circumstances. The workshop will include a virtual reality (VR) experience, with case studies.

Introductory price

  • PFS Members: £ FREE 
  • Non-members: £199

booking form link

What will I get by attending the workshop? 

  • Understand the needs of vulnerable clients.
  • Increase your skills and capability for identifying and recording vulnerability.
  • Increase empathy & soft skills.
  • Learn to pre-empt foreseeable harm or client disadvantage.
  • Overview of FCA vulnerability observations and consumer duty focus.
  • Vulnerability virtual reality role play and discussion
  • Vulnerability case study including self-assessment.
  • Exploring you firms awareness and building your plan utilising support from across the profession.
  • Digital legacy planning and the art of Dostadning (how digital legacy planning can be incorporated into the gentle art of Swedish death cleaning)

Who should attend?

This Workshop is suitable for Advisers and Support teams and anyone in the financial services sector, who engages with customers and clients.

Method of delivery

The Training workshop will be delivered face-to-face, over one half-day, New date coming soon.



Edward Grant, is Director Technical Connection, a passionate advocate of the financial planning profession and during his extensive career spanning over 30 years he has sought to support, mentor and lead the development of initiatives to build consumer confidence and trust in financial advice. He has led the support for clients in vulnerable circumstances and raising awareness of digital legacy planning.

Hannah Coffey is Head of Vulnerability and Client Assistance for Technical Connection. Hannah is passionate about the outcomes and wellbeing of financial service clients across the industry. She is committed to providing education in order to increase awareness of the vulnerabilities clients may be facing. And is dedicated to providing tailored support to those giving financial advice in these unique situations.




At the end of this workshop, you will receive a certificate of attendance from the Chartered Insurance Institute.



As an introductory offer, this course is being offered for 'FREE' to PFS Members, on a first come first serve basis.



How to book

To register for this workshop, please complete the below form: 

booking form link

For business enquiries about this workshop, please email to:


Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.