The Vulnerable Banking Group works with financial institutions and regulatory bodies to try to improve understanding of the needs of vulnerable and bereaved people and the professionals and carers who support them.

The Vulnerable Banking Group is made up of representatives of the leading membership bodies and the largest technology business in Private Client work.

We have already worked with some of the UK’s largest financial services organisations and are looking to support more businesses to improve their processes, support their staff and improve outcomes for their customers.

The organisations who are members are:

Professional Deputies Forum Estatesearch STEP Solicitors for the Elderly