This is an essential course for those on the frontline dealing with customers. It is also ideal for Vulnerable Customer or Wellbeing Champions, Mental Health Champions, Team leaders, Compliance, Training, Customer Service and Audit functions etc. Many of our clients have made great progress in embedding the regulatory requirements around...
We are bringing this important free Bitesize session to our clients on the topic of Cyber Crime. Against a backdrop of war in Ukraine, and the growth in Sanctions and Money Laundering issues, does that mean we can switch our attention away from Cybercrime? The answer is, of course, no! In fact,...
The FCA has now published its business plan for 2022/23 and their strategy for the next 3 years. They have taken on 200 new staff recently, increased their staff numbers in Edinburgh and will be opening an office in Leeds. They have issued commitments, outcomes and metrics and are very clear on...
We are delighted to have Alan Chandler present our next Insurance Infusion session on 20th May 2022 3-4pm. This is FREE of charge to our clients. Overview: In these challenging times understanding clients' accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients'...
Following the FCA’s policy statement PS19/8 the FCA confirmed the annual increase in award limits in 2019. The next change to Financial Ombudsman service (FOS) award limits will be implemented on 1st April 2022. Please click the link here for the full article
