Felicity Guest with Louis van der Merwe at HUM South Africa 2022

Unpacking Economic and Financial Abuse

At Humans Under Management South Africa 2022, Felicity Guest and Louis van der Merwe presented on the crucial topic of financial and economic abuse. Both speakers are certified specialists in this area, with extensive experience in financial planning and advocacy.

The talk addresses the challenge of recognising and supporting clients who may be victims of financial abuse, highlighting the importance of awareness and understanding within the financial advisory community.

Key insights from the session include:

- Understanding the definitions and nuances of financial and economic abuse, including controlling behaviours.

- Recognising the signs of abuse in client relationships and the importance of sensitive conversations.

- The impact of economic abuse on clients, particularly women, and the long-term consequences on their financial independence.

- Tools and strategies advisers can use to approach these discussions safely and effectively.

Watching this video will equip financial advisers with the knowledge to identify and respond to financial abuse in their client relationships, enhancing their ability to support vulnerable clients effectively.

Watch more videos from past HUM events here

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