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UID:293847-1692266400-1692271800@www.pimfa.co.uk
SUMMARY:Linking Consumer Duty outcomes to Employee Competence
DESCRIPTION:Since the FCA introduced plans for Consumer Duty\, firms and individuals alike have been working hard to ensure they deliver against the new requirements. However\, whilst there has been a lot of work put into implementing the cross-cutting rules\, and the four consumer outcomes\, very little has been said about the “employee” dimension\, other than in respect of the Conduct Rules. \nIf asked\, would your organisation be confident to hand over their Training & Competence records to the regulator? If they asked to see your T&C Regime pre-Consumer Duty and post\, would it really look any different? If asked\, could your firm demonstrate analysis and decisions around appropriate MI to evidence that your T&C scheme supports good consumer outcomes? Would being asked to demonstrate “role relevant” training on conduct rules to staff make you start to feel a little uncomfortable? \nRegardless of whether you might answer Yes/No/Don’t know to any one of those questions\, we think your input and perspective would add value to our debate on the topic\, so the Worksmart team to discuss: \n1. The regulators expectations of your T&C Regime\n2. What analysis and changes have you made to your T&C arrangements in light of Consumer Duty\n3. What does a good T&C regime look like under Consumer Duty?\n4. How you can evidence\, measure\, and monitor the competence of the staff to deliver defined customer outcomes\n5. How can your T&C arrangements support Culture change in your firm\n6. How RegTech can improve your approach to T&C \nTo book click here \nVanessa Palmer\nDatabase & Events Management Principal\nvanessa.palmer@worksmart.co.uk\n07535031514
URL:https://www.pimfa.co.uk/event/linking-consumer-duty-outcomes-to-employee-competence/
CATEGORIES:Industry Events
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DTSTART;TZID=Europe/London:20230829T163000
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LAST-MODIFIED:20231002T074639Z
UID:293537-1693326600-1693337400@www.pimfa.co.uk
SUMMARY:Ready\, Steady Grow! Edinburgh
DESCRIPTION:At St Andrew Square\, Edinburgh\, EH2 2AD The Enterprise Investment Scheme Association (EISA) is bringing together small businesses\, investors\, IFAs\, entrepreneurs and business advisers — all in one place to hear expert opinion from SME industry experts. \nThe event is split into two parts – a technical seminar\, followed by a networking reception.\nThe seminar is 4pm registration for 4.30pm start till 5.45pm at The Edinburgh Grand\, 42 St Andrew Square\, EH2 2AD.\nThe networking reception is 6pm till 7.30pm next door at RBS/Dundas House\, 36 St Andrew Square\, EH2 2AD. \nReady Steady Grow Edinburgh – sign up here \nSeminar agenda and speakers forthcoming. \n***\nHere’s an overview of this year’s entire series of Ready Steady Grow! events:\nEdinburgh (29 Aug)\, Birmingham (20 Sep)\, Cardiff (27 Sep)\, Bristol (28 Sep)\, Manchester (4 Oct)\, Leeds (10 Oct)\, Cambridge (11 Oct)\, Newcastle (17 Oct)\, Belfast (19 Oct)\, Oxford (2 Nov) \nIf you have any queries or would like to attend please contact Mary Rodgers on mary.rodgers@eisa.org.uk \n***\nFAQs\nWho should attend this event?\nEntrepreneurs looking to start a business\, or access funding to take your business to its next level\nWealth managers looking to gain knowledge and expertise in EIS and small company investing\nInvestors looking to invest in the ‘Next big thing’\nProfessional Advisors who want to help SMEs develop and grow. \nWill refreshments be provided?\nDrinks and canapés will be provided \n***\nWe\, the EISA\, may share your personal data with third parties in certain circumstances including (but not limited to) our sponsors. Before we disclose personal data to a third party\, we take appropriate steps to ensure that the third party will protect personal data in accordance with applicable privacy laws and in a manner consistent with our privacy policy\, which can be accessed here: https://eisa.org.uk/about-eisa/privacy-policy/.
URL:https://www.pimfa.co.uk/event/ready-steady-grow-edinburgh-2/
CATEGORIES:Industry Events
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