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Of increasing importance in the conversations about vulnerability, universal design is the development of buildings, products, services or processes that are accessible to all people, regardless of age, disability or other factors.
When considering product design and meeting the needs of vulnerable customers, firms should factor in three key areas:
This practical workshop will be split over two morning sessions (4 & 6 May). You will gain the knowledge and skills to design products which meet the needs of all customers, particularly vulnerable customers.
Workshop Agenda:
Vulnerability Workshop Series:
This workshop is one of four vulnerabillity focused workshops we are running over the next three months. If more than one of the workshops is of interest, we are offering a discount for multiple bookings.
The series includes workshops on:
The workshops are standalone so can be attended independently, but our recommendation is for your organisation to send colleagues to all four - the same staff member does not need to attend each workshop meaning the most appropriate colleague can attend each one.
Please contact us by email training@ukfinance.org.uk for further information.
Take this training in-house:
If you have five or more delegates who wish to attend these course, it may be more cost effective to run it in-company. To find out more about in-company training, please contact the team on 020 3934 1197 or training@ukfinance.org.uk
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The Money Advice Trust is a charity helping people across the UK to tackle their debts and manage their money with confidence. The Trust runs National Debtline and Business Debtline, and also provides training and consultancy to creditors across sectors on identifying and supporting customers in vulnerable circumstances.
Part 1: Tuesday 4 May - 9:30 - 13:00
Part 2: Thursday 6 May - 9:30 - 13:00
The Workshop will cover:
Vulnerability Lead Consultant, Money Advice Trust
Chris has led a programme of award-winning research and intervention work on financial services, financial difficulty and vulnerability since 2006.
He is Vulnerability Lead at the Money Advice Trust and a Research Fellow at the Personal Finance Research Centre, University of Bristol. Previously he was Head of Policy and Research Fellow at the Royal College of Psychiatrists.
The programme that Chris leads aims to result in outputs which are ‘short on the obvious, and long on the practical’ – and with colleagues, he has written practical guidance for firms and staff on both effectively working with customers who are in vulnerable situations, and also looking after their own wellbeing and working environment following such contact.
In 2017, Chris was named in Credit Strategy’s Top 50 influencers in the creditor sector, and in 2015 he received the Martin Williams award for contribution to the UK credit industry (awarded each year by Credit Today) for the programme’s work on mental health, vulnerability, and financial services.
Lead Trainer, Money Advice Trust
Colin Trend has a wealth of experience in the finance and debt sectors; from roles with private, public and voluntary organisations. He has tutored with the Money Advice Trust since 2007 and works directly with a variety of creditor firms.
Colin is the lead tutor with the Money Advice Trust on their vulnerability programme, assisting both in the UK and overseas. With Chris Fitch, he co-authored the Trust’s vulnerability guidance for advice agencies, launched by the charity with the backing of a range of organisations across the advice sector in June 2016.
The recommended participants should be colleagues responsible for supporting vulnerable
customers, these include: