FCA release Dear CEO letter 29th September 2022
The latest Dear CEO letter dated 29th September entitled 'Our expectations on cost of living and insurance' Read the letter here.....
All you need to know about Insurance 13th December 2022 9.30am – 12.30pm
Our incredibly popular course ‘All you need to know about Insurance in a Day’ has been running for over 15 years and hundreds of people from our industry have benefited from attending in helping them gain some basic but wide and varied knowledge about insurance and our industry to help...
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...
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...
An introductory overview of Commercial Package Insurance – 22nd September 2022 3-5pm
Ideal for those who have not had any formal training in this area, or as a refresher. Some firms may also find it useful to include as part of their induction programmes. This two-hour on-line training session will provide a practical look into the various sections of a typical commercial...
Samaritans and the Power of Listening – 31st August 2022 (12-1pm)
Active listening is one of the most useful tools to use especially in challenging conversations. In this presentation we will look at some of the listening challenges in your work and explore how active listening can help. This session is useful for anyone dealing with staff, customers, team members, or even...
Finding me in Menopause – 30th September 2022 12pm-1pm
This is our fourth wellbeing session. You can see we are more than a firm offering compliance support and training. Staff wellbeing is important, and these FREE sessions are aimed at helping our clients and their staff. They are free, so grab them. Some firms may want to incorporate these...
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...
Bitesize session – Assessing the Competence of your staff – 18th August 2022 (10-11am)
Create Solutions are delighted to offer this FREE 1-hour Bitesize session for our clients on the topic of Assessing the Competence of your staff. FCA see having competent staff as a cornerstone of firms delivering good outcomes for consumers. As such, the subject has its own part of the FCA Handbook,...