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Practical Help
- Pre-Death PlanningGetting prepared ahead of time when expecting a death.
  - Estate PlanningHow to prepare and distribute left assets.
  - Will Writing ServicesThe importance of writing will and a review of the Will writing options.
  - Trust FundsInformation on various types of trust funds that can be set up.
  - Lasting Power of AttorneyA step-by-step guide on how to appoint an LPA and the importance of doing so.
  - Covering Funeral CostsGet help for funeral arrangement costs.
  - Finding a Suitable Funeral DirectorGet help organising and planning a funeral.
- What to Do After a DeathStart here for step-by-step advice following a death.
  - Checklist When Someone DiesPractical and actionable step-by-step quick guide (PDF).
  - Notifying Organisations ChecklistStep-by-step quick guide on notifying organisations after a death (PDF).
  - Registering a DeathWho to contact to register a death.
  - When Coroner is InvolvedAn explanation of the coroner’s process and their involvement.
  - Finding a Funeral DirectorGet help finding a suitable director to arrange a funeral.
  - Covering Funeral CostsGet help paying for a funeral.
  - Paying Inheritance TaxHelp on when and how to pay inheritance tax.
  - Benefits CalculatorFree assessment of benefits you may be entitled to.
  - Stopping Junk Mail After Someone DiesHow to reduce mail and correspondence to the address of a deceased person.
- Dealing with the EstateWhat needs to be done whether or not probate is needed.
  - Executor of Will DutiesList of duties required by the distributor of the deceased’s estate.
  - Making Changes to InheritanceChanging how inheritance is distributed at this stage requires a Deed of Variation
  - Inheritance TaxWhen and how to pay inheritance tax.
  - Deed of VariationChange details about how inheritance is distributed.
- Probate SupportStart here if you need help or have been told you need probate.
  - Quick Guide to England & Wales ProbateChecklist of what is required for probate in England & Wales in PDF format.
  - Quick Guide to Probate in ScotlandChecklist of what is required for probate (confirmation) in Scotland in PDF format.
  - Getting Help with ProbateHelp for those unclear on the probate process.
  - Grant of ProbateHow to get a grant of probate and when you need one.
  - Probate in Northern IrelandAdvice for Northern Ireland residents needing help with probate.
  - Probate in Scotland (Confirmation)Advice for Scotland residents needing help with probate, known as ‘Confirmation’.
  - DIY ProbateHow and when to carry out probate by yourself.
  - Selling a Probate PropertyAdvice on the process of selling a property in probate.
  - Probate FeesGuidance and advice on the fee costs you may incur in during the probate process.
  - Problems With ProbateAdvice on problems and disagreements that can arise during probate.
- Problems & ComplicationsAdvice on challenging practical situations that can arise.
  - Sudden BereavementGuide on living with grief in a printable, PDF format.
  - Laws of IntestacyDetermines who is entitled to inheritance by law.
  - Debts after DeathWhat happens to debts after someone dies.
  - Inheriting DebtThe circumstances where someone may inherit the debts of the deceased.
  - Bona VacantiaWhen there is no living blood relatives, ownerless assets default to the crown.
  - Find Unclaimed Assets of a Deceased PersonHelp for finding unclaimed assets left in wills or from dying intestate.
Emotional Help
- GriefNavigating and managing the experience of grief.
  - Managing GriefGet ideas on managing the experience of grief.
  - Living with GriefQuick guide on living with grief in a printable, PDF format.
  - Traumatic BereavementHelp for managing a traumatic bereavement or PTSD associated with bereavement.
- Specific RelationshipsSupporting grief for relationships and partnerships.
- Supporting OthersHelping others through their bereavement.
  - Supporting ChildrenGet help for explaining the loss of a grandparent or elderly relative to a young child.
  - Supporting EmployeesHelp for employers on how to support employees through bereavement.
- Sharing the NewsHelp with communicating bereavement.
  - Social Media MemorialisationHow to create memorialised social media accounts.
  - Explaining to Young Children
- Getting Help & CounsellingUseful organisations for emotional wellbeing and mental health support.
  - Useful OrganisationsDirectory of organisations who specialise in counselling and emotional support.
Workplace & Training
About NBS
- About NBS
- Donate
- News
- Research
Get Free Practical Advice

Practical Help
- Pre-Death PlanningGetting prepared ahead of time when expecting a death.
  - Estate PlanningHow to prepare and distribute left assets.
  - Will Writing ServicesThe importance of writing will and a review of the Will writing options.
  - Trust FundsInformation on various types of trust funds that can be set up.
  - Lasting Power of AttorneyA step-by-step guide on how to appoint an LPA and the importance of doing so.
  - Covering Funeral CostsGet help for funeral arrangement costs.
  - Finding a Suitable Funeral DirectorGet help organising and planning a funeral.
- What to Do After a DeathStart here for step-by-step advice following a death.
  - Checklist When Someone DiesPractical and actionable step-by-step quick guide (PDF).
  - Notifying Organisations ChecklistStep-by-step quick guide on notifying organisations after a death (PDF).
  - Registering a DeathWho to contact to register a death.
  - When Coroner is InvolvedAn explanation of the coroner’s process and their involvement.
  - Finding a Funeral DirectorGet help finding a suitable director to arrange a funeral.
  - Covering Funeral CostsGet help paying for a funeral.
  - Paying Inheritance TaxHelp on when and how to pay inheritance tax.
  - Benefits CalculatorFree assessment of benefits you may be entitled to.
  - Stopping Junk Mail After Someone DiesHow to reduce mail and correspondence to the address of a deceased person.
- Dealing with the EstateWhat needs to be done whether or not probate is needed.
  - Executor of Will DutiesList of duties required by the distributor of the deceased’s estate.
  - Making Changes to InheritanceChanging how inheritance is distributed at this stage requires a Deed of Variation
  - Inheritance TaxWhen and how to pay inheritance tax.
  - Deed of VariationChange details about how inheritance is distributed.
- Probate SupportStart here if you need help or have been told you need probate.
  - Quick Guide to England & Wales ProbateChecklist of what is required for probate in England & Wales in PDF format.
  - Quick Guide to Probate in ScotlandChecklist of what is required for probate (confirmation) in Scotland in PDF format.
  - Getting Help with ProbateHelp for those unclear on the probate process.
  - Grant of ProbateHow to get a grant of probate and when you need one.
  - Probate in Northern IrelandAdvice for Northern Ireland residents needing help with probate.
  - Probate in Scotland (Confirmation)Advice for Scotland residents needing help with probate, known as ‘Confirmation’.
  - DIY ProbateHow and when to carry out probate by yourself.
  - Selling a Probate PropertyAdvice on the process of selling a property in probate.
  - Probate FeesGuidance and advice on the fee costs you may incur in during the probate process.
  - Problems With ProbateAdvice on problems and disagreements that can arise during probate.
- Problems & ComplicationsAdvice on challenging practical situations that can arise.
  - Sudden BereavementGuide on living with grief in a printable, PDF format.
  - Laws of IntestacyDetermines who is entitled to inheritance by law.
  - Debts after DeathWhat happens to debts after someone dies.
  - Inheriting DebtThe circumstances where someone may inherit the debts of the deceased.
  - Bona VacantiaWhen there is no living blood relatives, ownerless assets default to the crown.
  - Find Unclaimed Assets of a Deceased PersonHelp for finding unclaimed assets left in wills or from dying intestate.
Emotional Help
- GriefNavigating and managing the experience of grief.
  - Managing GriefGet ideas on managing the experience of grief.
  - Living with GriefQuick guide on living with grief in a printable, PDF format.
  - Traumatic BereavementHelp for managing a traumatic bereavement or PTSD associated with bereavement.
- Specific RelationshipsSupporting grief for relationships and partnerships.
- Supporting OthersHelping others through their bereavement.
  - Supporting ChildrenGet help for explaining the loss of a grandparent or elderly relative to a young child.
  - Supporting EmployeesHelp for employers on how to support employees through bereavement.
- Sharing the NewsHelp with communicating bereavement.
  - Social Media MemorialisationHow to create memorialised social media accounts.
  - Explaining to Young Children
- Getting Help & CounsellingUseful organisations for emotional wellbeing and mental health support.
  - Useful OrganisationsDirectory of organisations who specialise in counselling and emotional support.
Workplace & Training
About NBS
- About NBS
- Donate
- News
- Research
Get Free Practical Advice

Bereavement Training for Financial Sector Professionals: Understanding Vulnerability in Bereaved Clients

Providing Compassionate & Effective Services to Bereaved Clients

The death of someone close can affect a person’s cognitive functioning and financial wellbeing, meaning that bereaved individuals are considered vulnerable during this difficult time. This specialist CPD accredited bereavement training equips financial sector professionals with the knowledge and skills to provide compassionate, empathetic, and effective service to clients navigating bereavement, grief and loss.

Why is this training important for Financial Sector Professionals?

This training enhances your ability to:

Recognise vulnerability: Understand how grief can affect a client’s decision-making, financial understanding, and ability to manage their affairs, resulting in the provision of more effective support.
Communicate with empathy: Develop skills in holding sensitive conversations about financial matters with bereaved clients, demonstrating compassion and understanding, and leading to greater client satisfaction.
Provide tailored support: Adapt your service approach to meet the specific needs of bereaved clients, considering their emotional state and financial circumstances.
Protect vulnerable clients: Understand your responsibilities in safeguarding vulnerable clients from financial exploitation or making poor decisions due to their grief.
Build trust and rapport: Create a client-centred experience that fosters trust and demonstrates your commitment to supporting bereaved individuals through a difficult time, leading to long term, multi-generational client retention.

Who should attend?

This training is designed for financial advisors and planners, bankers, insurance professionals, estate planners, and other financial sector professionals who interact with bereaved clients.

Time & Cost: 2-hour training session delivered via Teams @ £75 (+VAT)

Important Information:

No more than 5 participants from one organisation on any one course.
Please include your contact details on the form and a brief description of your role in the financial sector.
If you are seeking bereavement training for your organisation or for a group, please check our workforce group bereavement training offer.
We may limit the number of participants depending on circumstances.

How to Register:

If you are interested in attending, please click on ‘Book your Place’ button below to register for your preferred date. We look forward to welcoming you to one of our CPD accredited training sessions soon!

Call us free: 0800 0246 121 or email: info@thenbs.org

Book Your Place View on CPD Certification Service

Financial Organisations Worked With

We provide training for many organisations within the financial sector, some of which are listed below:

Aegon
Mercer Marsh Benefits
EQ Investors
Pinset Masons
Personal Finance Society
Pru (M&G plc)
Arbuthnot Latham & Co
Advanced Inheritance Ltd
TC Group

“The National Bereavement Service tailored training for our vulnerable client champions along with a webinar for all colleagues. The sessions focused on conversations with bereaved clients, providing valuable insights, case studies and practical guidance on handling the initial call. The training was excellent, equipping staff with the knowledge needed not only to support our clients and executors but also their family and friends.”

Dianne Bevan Business Support Manager at Arbuthnot Latham Bank

“The training provided by the National Bereavement Service was tailored to the work we do with our clients. We appreciated the call before the training to understand how we work and what we were looking for. The training itself was delivered well and allowed ample time for questions. The information provided was affirming in terms of our current
processes with some food for thought on how we can make improvements. We would recommend the training to corporate organisations who deal directly with bereaved individuals.”

Christina Bowyer Head of Pinsent Masons Pension Services

“We engaged NBS as some staff were finding it difficult to engage with clients and colleagues who were experiencing bereavement. Anne Wadey made the long journey down to Bristol to deliver a seminar to our staff. The staff found it both interesting and useful, those who could not attend will attend a follow up zoom meeting.
We cannot recommend the service enough.”

Neil Townsend Office Manager at TC Group

Bereavement Training Content for Financial Services

Course Content (as per CPD Service)

Evidence-based bereavement training by the National Bereavement Service (NBS) aims to equip delegates from the financial sector with the skills and understanding to support bereaved clients with compassion and confidence. The session covers the emotional, physiological and practical bereavement experiences, and emphasises the importance of understanding bereavement as a vulnerability.

Delegates explore communication techniques, focusing on empathetic active listening and appropriate language, while avoiding clichés and assumptions. The training also highlights the crucial role of cultural and faith traditions in mourning and underscores the significance of self-care and resilience for those supporting bereaved clients.

Aim of the Course (as per CPD Service):

This session is a 2-hour interactive webinar, presented by the National Bereavement Service which will raise delegate awareness and understanding of the impact of bereavement, grief and loss, specifically for those working within the financial sector. The session will provide content that will enhance best practice when working with bereaved people. Those attending the training will be supported to reflect on the nature of sensitive conversations that they may have with bereaved clients.

This session is suitable for those working within the financial sector who are professionally supporting and working customers who are living with bereavement.

Agenda

Introduction, Ground Rules and Expectations
The Experience of Bereavement
Communication: Language & Death
Handling Death Notification and Administration Conversations
Faith, Culture & Community
Looking after Yourself,
Revisit Expectations, Reflection on the day, Q&A and close

At the end of the session, in addition to gaining insight and knowledge, you should feel more comfortable and confident supporting bereaved clients with empathy, compassion and care and know where to find additional help and resources.

LEARNING OBJECTIVES (as per CPD Service):

To understand why the Financial Conduct Authority regards bereaved people as vulnerable
To increase understanding of the emotional/ psychological impact of bereavement and the importance of cultural traditions
To increase communication skills and confidence levels when communicating with bereaved people
To enhance resilience when supporting bereaved clients
To signpost bereaved clients appropriately

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Bereavement Training for Financial Sector Professionals: Understanding Vulnerability in Bereaved Clients

Providing Compassionate & Effective Services to Bereaved Clients

Financial Organisations Worked With

Bereavement Training Content for Financial Services

Get in touch

Contact us today

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