Where is the UK's transfer agency industry on its journey to protecting vulnerable customers?

Insights - Publications

Link Group’s purpose is to connect people with their assets. During a pandemic or otherwise, treating customers fairly is at the forefront of our focus.

Transfer Agency: Horizons

Transfer Agency: Horizons combines the experience, knowledge and opinions of the industry’s leading experts as they discuss the themes on everyone’s minds.

Panel focus: How does the industry protect vulnerable customers and what more can be done?

The pandemic has driven an increase in vulnerable adults, which can lead to challenges in financial services for UK firms and customers.

Any investor can become vulnerable at any point in their life, either permanently or temporarily.

Our panel of experts discuss the crucial questions the industry faces, including:

  • How has COVID-19 changed the concept of vulnerability?

  • Can the world of digital make a vulnerable customer’s experience simpler and easier?

  • How can the industry work together rather than in silos?

  • What changes do we predict for the future?

Download our vulnerable customers report to find out more.

Vulnerable customers report


Karl Midl

Chief Executive Officer, Link Fund Solutions

Tel: +44 (0) 7951 266 225

Email Karl Midl

09 May 2022

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