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...
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...
In November the FSCS’ indicative levy had put the broker bill at £67.7m. See full article here....
The High Court today approved Amigo Loans Limited scheme of arrangement (the scheme) to provide redress to customers who are due it for being mis-sold loans and who raise a complaint. The court-approved scheme is an improvement on last year’s failed proposal and has the support of the Independent Creditors Committee,...
The past few years has certainly focussed our minds on those in society that are vulnerable and how we can struggle to protect them at times. Our session aims to highlight how important it is that we (as staff and consumers ourselves) all better understand how the vulnerable can be protected...
Since the FCA published its first consultation paper in May 2021 (CP21/13), it has revised some of its proposals and these were contained in a second consultation paper (CP21/36) issued in December 2021. This is our second webinar on this very important topic. The FCA’s consultation period has now ended and they...
Training Survey February 2022 Charity Prize Draw Free entry for this Charity Prize Draw is limited to completing the following online Training Survey: https://forms.gle/VeWqMutF5rubKT4DA Entries are accepted from 17/02/2022, and will conclude on 3rd March 2022. There is one Prize available, which is a £50 donation to a registered...
