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...
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...
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...
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...
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...
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,...
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...
This two-hour webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover. Most Commercial insurances...
This is our third 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...
Create Solutions are delighted to offer this 1.5 hour (max) Booster session for Senior Managers on 8th July 2022. If something goes badly wrong at your firm, you may be held personally responsible by the FCA. (Unless that is you can prove you took “Reasonable Steps” to avoid the failure). All Senior...
