Treating Customers Fairly

Description

This course is designed to provide the learner with an overview of the FCA rules, and expectations around Treating Customers Fairly as they apply to general insurance distribution.

The course is split into sections and we recommend that you take appropriate breaks throughout.

Objectives

By the end of this course you will be able to:

Explain what is meant by ˜principles-based regulation'
Understand the six consumer outcomes required by TCF in the context of general insurance distribution
Outline how firms could assess their policies and practices against TCF principles

Describe examples of good and poor practice in relation to:

The culture of the organisation
The availability and use of management information within a firm
Product design, including the role of all parties within the chain
Financial promotions and disclosure of information at the point of the sale
The quality of sales and advice provided to customers
Vulnerable customers
Claims handling and renewals
Handling complaints
Contributing to planning and implementation of TCF within your own organisation

"We have been working with Zing365 over the last couple of months on building our new learning platform, they have been extremely accommodating – working with us to constantly move the project forward."

Coversure

"The team have been incredibly accommodating, consistently driving the project forward with a collaborative and solutions-focused approach.

No request was ever too much, and they made a genuine effort to involve my colleague and myself at every stage of the process."

GHG Solutions

"When it came to finding the right L&D platform for our organisation, the Zing365 platform stood out from all other providers and met all our needs in terms of functionality, features and benefits."

CCTA

"We have been working with Matt & Zing 365 for some time now and they are our preferred training provider.

The quality of material and content is excellent, and the delivery of the training by Matt is the best I have ever seen in a training environment."

Protect Commercial

“The mentorship and guidance throughout the process was invaluable and we highly recommend their services and look forward to working on future projects together.”

Crawford & Company

"We have all managed to improve our approach to our individual brokers and markets, all seeing successes.

Matt also did a follow up meeting with the team which allowed us to ask any questions on things that may not have gone as expected and, from that, we managed to improve yet again."

Kentro Capital Limited

"It’s always a pleasure working with Michelle, incredibly prompt replies, helpful progress reports and structured responses to keep us updated on concurrent projects and training sessions.

The trainer (Bernie) always gets very good reviews and I still remember her training years after attending.”

Clarion

Make an enquiry

Details

Description

Objectives

"We have been working with Zing365 over the last couple of months on building our new learning platform, they have been extremely accommodating – working with us to constantly move the project forward."

"The team have been incredibly accommodating, consistently driving the project forward with a collaborative and solutions-focused approach.

"When it came to finding the right L&D platform for our organisation, the Zing365 platform stood out from all other providers and met all our needs in terms of functionality, features and benefits."

"We have been working with Matt & Zing 365 for some time now and they are our preferred training provider.

“The mentorship and guidance throughout the process was invaluable and we highly recommend their services and look forward to working on future projects together.”

"We have all managed to improve our approach to our individual brokers and markets, all seeing successes.

"It’s always a pleasure working with Michelle, incredibly prompt replies, helpful progress reports and structured responses to keep us updated on concurrent projects and training sessions.

Similar Courses

Financial Conduct Authority - Whistleblowing - FS

Training & Competence

Financial Conduct Authority - The Role and Responsibilities of Approved Persons

Website

E-learning content

Connect