Consumer Duty Board Report – Guidance and Template

Consumer Duty Board Report – Guidance and Template

£150.00 Plus Vat

13th March 2024 | 10:00 - 11:15

Consumer Duty – having your “Ducks in a Row” and staying on track!

Consumer Duty – having your “Ducks in a Row” and staying on track!

The Consumer Duty has been in play now for some time and firms will be coming up to the anniversary of producing their Consumer Duty Board Reports ready for approval and challenged by the board in the next few months. Be prepared!

£0.00 Plus Vat

2ndApril 2025 | 10:00 - 11:00

Mastering the FCA Code of Conduct! (Annual refresher course )

Mastering the FCA Code of Conduct! (Annual refresher course )

It is essential that staff understand the FCA Code of Conduct and how it applies to them. Our engaging session is designed to bring the rules to life through real-life examples and interactive discussions.

£19.00 Plus Vat

4th April 2025 | 14:00 - 15:00

Motor fleet insurance all you need to know in a nutshell

Motor fleet insurance all you need to know in a nutshell

There are less and less insurance staff specialising in motor fleet insurance meaning that the knowledge of this essential cover is reducing. This webinar is about giving broking and insurer staff an opportunity to learn or refresh their knowledge around motor fleet insurance.

£19.00 Plus Vat

7th April 2025 | 11:00 - 12:00

Helping you engage with bereaved customers (and those who have a critical illness)

Helping you engage with bereaved customers (and those who have a critical illness)

Whatever the circumstances, the death of a loved one can be heartbreaking and challenging. It impacts individuals in different ways.

£29.00 Plus Vat

9th April 2025 | 14:00 - 15:00

The FCA Vulnerability Review is landing

The FCA Vulnerability Review is landing

The FCA will be publishing their Vulnerability Review findings in March 2025. We will be taking a closer look at the content and what it means in practice for firms.

£0.00 Plus Vat

28th March 2025 | 09:30 - 12:00

Vulnerability Forum

Vulnerability Forum

The FCA have recently published their Vulnerability Review. Be part of our face-to-face Vulnerability forum. Come and network, examine the findings of the review, see what we can learn and share good practice.

1st May 2025 | 13:00 - 16:00

All you need know about Insurance

All you need know about Insurance

This is an ideal foundation course for anyone who is new to insurance, as part of their induction or for those who haven’t had any formal training in this area, or as a refresher.

£79.00 Plus Vat

12th May 2025 | 11:00 - 12:00

Understanding Neurodiversity: To help you engage with customers

Understanding Neurodiversity: To help you engage with customers

Supporting neurodivergent customers isn’t just good business, it’s an essential step towards inclusivity and fairness. It’s vital to build a team that understands and values neurodiversity, ensuring a positive experience for every customer.

£29.00 Plus Vat

22nd October 2025 | 09:00 - 12:00

All you need know about Insurance

All you need know about Insurance

This is an ideal foundation course for anyone who is new to insurance, as part of their induction or for those who haven’t had any formal training in this area, or as a refresher.

£79.00 Plus Vat