
Planning for 2027: 10 operational priorities every business should be thinking about
Growth, consolidation, succession or simply running a better business – whatever 2027 looks like for you, your operations need to be ready for it.
Browse all articles across people aspects of regulation and people development within UK financial services

Growth, consolidation, succession or simply running a better business – whatever 2027 looks like for you, your operations need to be ready for it.

Generative AI can complement authoritative insurance learning by challenging understanding, simulating realistic situations and providing immediate feedback—provided learners continue to verify important information.

Most training is judged on the day itself. The real test is what people are doing differently three weeks later.

Why deploying AI in the customer journey is not a substitute for a competent, confident workforce.

What a red sofa on a Friday night can teach us about creating panel discussions that involve the audience, challenge the speakers and leave a lasting impression.

Strategic leadership does not begin with a boardroom invitation. Operations professionals can earn influence by creating value, solving problems and aligning execution with business outcomes.

In an age of AI, the hardest skills in financial services have nothing to do with numbers. The phrase “soft skills” has an unlikely birthplace.

We all know that Artificial Intelligence is rapidly changing the way we work. So far, much of the discussion has focused on productivity gains. AI can summarise documents, search regulations, draft reports, analyse data and generate learning content in seconds. Tasks that once took hours can now be completed almost instantly.

Artificial intelligence has become almost impossible to ignore. From drafting emails and summarising documents to answering technical questions, AI tools are increasingly becoming part of everyday working life. It should come as no surprise, therefore, that candidates studying for professional qualifications are beginning to use these tools as part of their revision.

We’ve all seen this. A client sits down in the evening and checks their phone. They open their pension investment app. The screen shows a small dip. Nothing major. Just a tiny red line heading south. The client overreacts. Suddenly, they worry about having to work longer. They fret about their pension.

Sarah Brown is Head of Claim Support and Control at Aioi Nissay Dowa Insurance Management Limited When Sarah Brown began her Level 3 Compliance and Risk apprenticeship with CSA Learning, she already had an interest in regulation and governance—but what followed became a personal and professional transformation far beyond her expectations.

For most organisations in the UK financial services sector, compliance training remains a necessary but often uninspiring requirement. Anti-money laundering, conduct risk, financial crime, data protection and ethics programmes are frequently delivered through content-heavy modules that prioritise information transfer over genuine learner engagement.