Vulnerable Clients

Guidance on how to interact with vulnerable clients

  • 6 ratings, 281 users enrolled

Course Overview

Vulnerability can prevent access to legal services, and mean a client requires additional support during the process of receiving legal advice. This course looks at the types of vulnerability clients may experience, and how vulnerability is defined in a variety of sectors. We will consider the regulatory, public policy, and client care aspects of vulnerability and provide ideas for achieving a supportive service within your firm.

This course is suitable for anyone in a client facing or advice giving role, or those handling processes within law firms, looking for a discussion of the challenges faced by vulnerable clients and the obligations of law firms in meeting them.

What we will cover
  •  The meaning of the term vulnerable, and how vulnerability can affect us all
  •  Regulatory requirements of the SRA, CLC and FCA regarding vulnerable clients
  •  Vulnerability and acting in the best interests of the clients
  •  Vulnerability and taking unfair advantage
  •  Vulnerability and the link to capacity
  •  Ideas for client care solutions and developing processes in your firm

What are the requirements?

  • Watch the recorded webinar, review the supporting documentation and complete the short quiz to test your legal knowledge
  • This course provides 1 CPD point

Learning Outcomes

  • n completion of this course you will have a greater understanding of, and feel more confident when handling matters involving vulnerable clients

What is the target audience?

  • This course is suitable for practitioners of all levels including support staff, paralegals, fee earners, trainees and experienced solicitors

About Instructor - Katie Jackson

Katie Jackson is a consultant specialising in law firm compliance and regulation. A former Inspector for the Council for Licensed Conveyancers, Katie led and managed inspections of some of the largest conveyancing practices in the country. Prior to working for the CLC, Katie spent a number of years working in various inspection and policy roles for the Solicitors Regulation Authority, and Legal Services Commission.

Course Curriculum

Recorded Webinars

  • Webinar

Supporting Documentation

  • Quiz
  • Notes
    13 Page
  • Slides
    19 Page


  • Price
  • £ 90