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SUMMARY:Compliance Academy: Complaints Handling
DESCRIPTION:Would Your Sales Process Pass FCA Scrutiny? \nAs Compliance professionals\, you play a crucial role in ensuring that your organisation adheres to regulatory standards and maintains the highest levels of integrity and customer trust. \nIn this module\, we will explore the key strategies and best practices for managing and resolving customer complaints from a Compliance Officers perspective. \nOur aim is to provide you with the necessary tools and insights to improve customer satisfaction and uphold trust. \n\n\nDuring the session we will discuss and explore the following topics: \n\n\nThe Compliance Officers role in ensuring the firm meets the FCA rules and expectations \nThe importance of sufficient and effective oversight of complaints from recognition to resolution\nThe importance of conducting Root Cause Analysis and how good quality Management information is crucial\nDealing with Vulnerable Complainants\nComplaints recognition and reporting\nOutcomes testing – what this may look like\nDuring the session\, we will look at some good and bad practice and the consequences\n\n\nThe Create Solutions Compliance Academy is a series of modules that are designed to help increase knowledge\, skills and understanding of the regulatory requirements\, but also how to practically apply the requirements on a day-to-day basis. \nDate: 9th July 2026 \nTime: 10:00am – 12:00pm (including breaks) \n\n\nCost: £325 plus vat per person \n\n\nTo book: click to book or email deborah@createsolutions.co.uk \nZoom details will be sent in advance or within your automated confirmation email \n\nBook your place
URL:https://createsolutions.co.uk/training/effective-compliance-complaints-handling-fca/
CATEGORIES:Compliance Academy
ATTACH;FMTTYPE=image/png:https://createsolutions.co.uk/wp-content/uploads/2026/04/Compliance.png
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UID:13279-1794821400-1794832200@createsolutions.co.uk
SUMMARY:All you need to know about Insurance!
DESCRIPTION:Our incredibly popular course ‘All you need to know about Insurance’ has been running for over 20 years and hundreds of people from our industry have benefited from attending\, by gaining some basic but wide and varied knowledge about insurance and the industry to help them in their roles. It is ideal for those who want to step onto the qualifications ladder! \nThis is an ideal foundation course for anybody who is new to insurance as part of their induction training or for those who haven’t had any formal training in this area or as a refresher. \nIt is an ideal opportunity to invest in your staff\, refresh their knowledge and remind them what an important\, valuable and interesting industry we work in. \nHere’s what we will cover: \n\nWhat is insurance and why we have it?\nThe insurance market and the changing face of our industry\nHow insurance works\nThe insurance principles\nThe different types of insurance – you will be amazed at what can be insured!\nHow insurance is transacted\nA brief look at Underwriting and Claims practices\nA brief introduction into how we are regulated\, an overview of the FCA’s Code of Conduct\, Vulnerable Customers and Consumer Duty\nWhat they don’t tell you in the textbooks!\n\nOur trainer: Alan Chandler is a very experienced\, professional and engaging trainer\, who has trained 1000’s of people around the world on insurance technical topics and exam subjects. Alan is very passionate about his work and makes insurance interesting! \nDate: 16th November 2026 \n\nTime: 9:30am – 12:30pm (this will include a comfort break and a chance to fill up your cuppa) \n\n\nCost: £89 +VAT per person. \n\n\nTo book: click to book or email deborah@createsolutions.co.uk \nBook your place
URL:https://createsolutions.co.uk/training/all-you-need-to-know-about-insurance-2/
CATEGORIES:AYN
ATTACH;FMTTYPE=image/png:https://createsolutions.co.uk/wp-content/uploads/2026/04/Need-to-Know.png
ORGANIZER;CN="Create Solutions Ltd":MAILTO:mail@createsolutions.co.uk
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