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...
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,...
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...
As firms continue to get ready for the implementation of the Consumer Duty, the FCA is supporting firms through the transition with a programme of engagement, which includes setting out in letters the expectations of the Duty and arranging a series of regional in-person...
After the end of the October 2022 milestone for implementation plans, the FCA requested the Consumer Duty implementation plans from larger fixed firms with a dedicated FCA supervision team, who primarily operate in retail financial services markets as part of a multi-firm review. These were the firms with the greatest...
It is imperative that Individuals or Companies that wish to acquire or increase control in a firm that we regulate must seek our prior approval. If you need help with this, please contact Tracy or Eilis. Click here for further details
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...
Presented by Alan Chandler, one of the UK's most popular insurance presenters. Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this...
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...
