Author - Claire

How to Write Clear Documents that Customers can Understand – 13th April 2023 10.30am – 11.45am

  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...

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The problems of under insurance in Personal Lines insurance products – 14th April 2023 3.00-4.00pm

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,...

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Random Act of Kindness (RAOK) Day on 17th February 2023

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...

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Due to high demand: ADDITIONAL DATE ADDED: Conversations Around Suicide & Self Harm – 20th March 2023  1.30pm-5.00pm

Delivered by Helen Pettifer and hosted by Create Solutions 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...

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FCA release 11.01.2023: Consultation Paper CP23/1* Insurance guidance for the support of customers in financial difficulty

Who this is for

insurers and insurance intermediaries premium finance firms consumers in financial difficulty consumer representative bodies charities and other organisations with a particular interest in insurance and customers in financial difficulty trade bodies representing insurance firms CONSULTATION CLOSES 11/03/2023: Click here to see the paper...

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INSURANCE INFUSION: The Legal Principles of Insurance 14th December 1-2pm

  This webinar This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, will provide a plain English overview of the main legal principles of insurance, which are: 1. Insurable interest 2. Proximate cause 3. Indemnity 4. Subrogation 5. Contribution 6. The duty not to misrepresent/ Fair presentation of risk All staff working in...

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Exciting news... You can now book your training online!

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