We have been very busy behind the scenes for the past few months working on our online training platform, Workout. We have reviewed and updated all 12 of the Workout 1 modules, you will also notice that it has had a little facelift too (very exciting! 😁) If would like any more...
We are delighted to have Alan Chandler present our next Insurance Infusion session on Thursday 25th May 2023 (4-5pm) This is FREE of charge to our clients. Commercial Property insurance dealing with under insurance. It is estimated that at least 80% of policies have incorrect sums insured! This presentation looks at the...
This webinar is aimed at senior leaders, team leaders and other individuals looking after teams, as well as those in customer-facing roles. Following the pandemic and in today’s challenging economic situation, customer-facing teams are experiencing more highly emotive and demanding customers. And it’s taking its toll on them. In this webinar, we...
In September 2022, the FCA sent a portfolio letter to benchmark administrators where they highlighted the risk of poor disclosures for ESG benchmarks. High quality ESG benchmarks are important to support trust in the market for ESG products and the transition to a net zero...
Speech by Sheldon Mills, Executive Director, Consumers and Competition, delivered at the 'Countdown to Implementation of the Consumer Duty' event, hosted by Deloitte LLP. "Call of Duty: How putting customers front and centre will help industry innovate" Click here for further details...
Just because we know what we mean, doesn’t mean our Customers do. The FCA Consumer Duty requires us to help Customer’s understanding. This is not just our documents, Emails, telephone calls, websites and terms and conditions. Writing simple documents is a skill we all need to learn. Let an expert...
We are delighted to have Alan Chandler present our next Insurance Infusion session on Friday 14th April 2023 (3-4pm) This is FREE of charge to our clients. The problems of under insurance in Personal Lines insurance products This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK,...
In our crazy, busy and scheduled worlds, we rarely take the time to slow down and reflect on how fortunate we are… Random Act of Kindness (RAOK) Day on 17th February 2023 provides just that opportunity This year we are collaborating as an Institute, and will have some volunteers, giving out bunches of daffodils...
As firms continue to get ready for the implementation of the Consumer Duty, the FCA is supporting firms through the transition with a programme of engagement, which includes setting out in letters the expectations of the Duty and arranging a series of regional in-person...
After the end of the October 2022 milestone for implementation plans, the FCA requested the Consumer Duty implementation plans from larger fixed firms with a dedicated FCA supervision team, who primarily operate in retail financial services markets as part of a multi-firm review. These were the firms with the greatest...
