Vulnerable Client Advisory Practice of the Year

The Vulnerable Client Advisory Practice of the Year award recognises a legal or accountancy practitioner or team that specialises in navigating the complex issues that confront vulnerable clients and their families. The entry should explain the percentage of the total work that this area of work represents. Please see FAQ's for the definition of a Vulnerable Client. 

Entries should focus on the past year only and include the following:

  1. Demonstrate the development of knowledge and practice beyond the core disciplines in a way appropriate to the special issues arising when dealing with particular challenges presented by vulnerable clients, for example elderly clients, and their families.
  2. Provide examples of key cases (no more than three) which exemplify those handled over the last year including those that involve the understanding and management of the challenges facing advisors in a multicultural, multi-faith society and which cover the range of legislative, welfare, financial and practice issues surrounding the care and advice provided to vulnerable people.
  3. Provide examples of the type of approach taken to gain the respect and trust of clients.
  4. Highlight the practices range of competencies and knowledge in the vulnerable client context such as specialist professional qualifications, academic qualifications, charitable work, technical articles and papers.
  5. Demonstrate excellent technical skills and support for continued professional development and education in this specialist field.

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