Developing your People.

(why wouldn’t you?)

Firms are only as strong as their people. We help insurance businesses understand and meet training and competence requirements, review T&C frameworks and deliver regulatory, technical and senior management training that is fit for purpose. With over 20 years’ experience, our training is practical, engaging and never boring.

Cut through the Complexity

We help firms understand what it is they need to do!

We help firms tackle the big training, learning and development related questions:

  • What exactly do we need to do to comply?
  • Do staff still have to do 15 hours CPD?
  • Are we doing too much, or not enough?
  • Would our T&C scheme stand up to FCA scrutiny?
  • How do we prove our staff are competent?
  • Does the SMF holder responsible for T&C in the firm understand
    their responsibilities and can you demonstrate this?
  • And the big one what is the most suitable, cost effective way of delivering training?

 

You’re not alone if these questions keep you up at night.
We’ve guided countless firms through the same challenges.

Why now?

The regulatory landscape is constantly evolving, with significant changes already lined up for 2026. Keeping pace with requirements is demanding, especially when you are also running a business.

 

Between managing staff and customers, completing FCA returns, preparing for insurer or third-party audits, delivering training, and maintaining outcomes monitoring and quality assurance, compliance can quickly become overwhelming.

 

As your business grows, regulation shifts and the market moves with it. Standing still is not an option. Firms need a strong, embedded compliance culture that supports growth, protects the business, and allows people to do their jobs with confidence.

 

That’s where we come in. We’ll help you build compliance that works for your business — not against it.

COMPLIANCE & TECHNICAL TRAINING

Stay sharp and stay compliant with practical, no-nonsense sessions covering:

• Vulnerable customers
• Consumer Duty

• SMCR & IDD
• Regulatory updates

• Risk management
• Compliance officer training

BUSINESS & LEADERSHIP DEVELOPMENT

It’s not just about meeting the rules — it’s about helping your people grow:

• Insurance basics for new starters
• Technical and regulatory skills
• Leadership & management development
• Business development coaching
• Board effectiveness reviews

CULTURE & WELLBEING

Because a thriving business starts with thriving people:

• Wellbeing & motivational programmes
• Self-development sessions
• Support with redress programme implementation
• Live and on-demand webinars to keep everyone up to date

Here’s what our clients say about us…

Our reviews
no tick boxes in site!

Our reviews are about you and your firm. We are people dealing with people. We believe in having a good honest and productive conversation to really understand your business, your challenges and where we can support you, and ultimately help your business and its customers.

HELP PEOPLE, NOT JUST POLICIES

Ready to Create Learning That Lasts?

Let’s shape a programme around your business.