Author - Claire

Household Insurance – 31st October 2022 3-4pm

  This webinar, delivered by Alan Chandler, one of the most popular presenters in the UK, takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right. What are endorsements? What are...

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Supporting Customers Facing Financial Difficulty Course – 6th October 2022 9am-12.30pm

This Half-day course is ideal for those in Sales, Customer Service, Accounts, Team leaders and management who have responsibility for identifying and dealing with customers who have or are in potential vulnerable situations or circumstances.  It is also ideal for any Vulnerable Customer Champions, or for those with a Training...

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FCA writes to firms on Product Governance and Fair Value expectations and actions ahead of the 30 September 2022 deadline for fair value assessments.

The FCA has written to firms to lay out their Product Governance and Fair Value expectations and actions (manufacturers and distributors) following a multi-firm-review ahead of the 30 September 2022 deadline for fair value assessments. ****The letters were both written on 29 July: The FCA expressed its dismay to insurance manufacturers for...

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