Showing all 7 results
Consumer Duty Board Report – Guidance and Template
The FCA requires all firms to produce a Consumer Duty annual report signed off and attested by the governing body or board. This is a rule. We have tried to make this guidance as simple as possible and Straight to the Point.
17th July 2025 | 10:00 - 10:45
New Data Act 2025: Are You Ready?
This isn't GDPR version 2. Our Bulletin #104 explained how the recent Act of Parliament could apply to your activities. In this session we will break this down for you and you will have the opportunity to ask questions.
31st July 2025 | 10:00 - 12:00
Training & Competency – Every day is a learning day!
Join us for the next course in our Compliance Academy series. We will cover the whole T&C cycle. From recruitment to maintaining competence in a fun and interactive way via an exploration of the key rules and practical exercises to bring them to life.
5th August 2025 | 10:00 - 11:00
Kick the Couch: Discover the Power of Movement
This session is designed to be informative, inspiring, and immediately applicable, empowering employees to enhance their wellbeing through simple, sustainable movement strategies.
22nd October 2025 | 09:00 - 12:00
All you need know about Insurance
This is an ideal foundation course for anyone who is new to insurance, as part of their induction or for those who haven’t had any formal training in this area, or as a refresher.
Guide to Outcome Testing under The Consumer Duty
This guide aims to provide an explanation of outcome testing, along with a practical framework for conducting effective outcome testing. We have tried to make this guidance as simple as possible and Straight to the Point.
Customer Journey Mapping Guide
This guide aims to provide information for firms to map their customer journey. We have tried to make this guidance as simple as possible and Straight to the Point.
