226 articles

    People Development

    Browse all articles across people aspects of regulation and people development within UK financial services

    Performance management = lower risk + better performance
    People Development

    Performance management = lower risk + better performance

    From a regulatory perspective, managing people and their performance must be a key objective for any regulated firm. Where it works well, it helps to drive the performance of the business whilst also managing conduct risk or people risk. Two pretty important outcomes for any firm, regardless of their size.

    Ian Patterson · 12 Mar 20177 min read
    The world needs assertiveness, if that’s okay with you
    People Development

    The world needs assertiveness, if that’s okay with you

    Strange, when running courses (it’s what we do, in case you hadn’t noticed, well, we do other things like designing course, writing Ops Manuals and coaching and mentoring and thing but…) every now and again a certain topic crops up regularly and you start to wonder why.

    Len Horridge · 12 Mar 20175 min read
    Use Your Senses’……Are you tuned into your customer’s senses?
    People Development

    Use Your Senses’……Are you tuned into your customer’s senses?

    Sight, sound, touch, taste, smell…..and common? How many senses do you use when planning your Customer Experience? If you are like many companies you might not have really given it any thought. If that’s the case you could be missing a trick. Why?

    Kelvin Smith · 12 Mar 20174 min read
    Flipping the classroom
    People Development

    Flipping the classroom

    The hoops lenders will have to get consumers to jump through when they apply for a mortgage are getting higher – in fact not just high, but in some instances flaming. A consumer backlash could well follow.

    Paul Archer · 12 Mar 20179 min read
    No need to shout
    People Development

    No need to shout

    “I said it to him very clear, I went and shouted in his ear.” Through The Looking Glass We do training but you know that, we hope; in training, we deal in the theoretical world but we still live in the real one.

    Len Horridge · 12 Mar 20174 min read
    10 Secrets to Self Motivation
    People Development

    10 Secrets to Self Motivation

    Just before Christmas last year a customer of mine asked me the question “How do you self motivate yourself?” What a great question so here’s 10 secrets that I’ve discovered over the past 25 years that serve me well so I can self motivate myself.

    Paul Archer · 12 Mar 20178 min read
    Conquering the forgetting curve
    People Development

    Conquering the forgetting curve

    Does training actually generate a sustainable return for the investment made by our clients? Having been in the industry for the last 15 years, I do truly believe it can…. However, it cannot be stated as a matter of fact or indeed a given perquisite.

    Geoff Robinson · 12 Mar 20177 min read
    “Okay time for the sheep”
    People Development

    “Okay time for the sheep”

    Back in the day, before blended learning, when it came to training, we had “events”, when everyone had ILT although it wasn’t called that then (Instructor Lead Training) whether they liked it or not. There was one colour and it was black.

    Len Horridge · 12 Mar 20176 min read
    Making “risky” decisions
    People Development

    Making “risky” decisions

    Everything in life is “risky” – life is uncertain and even a “no-brainer” can produce unexpected results. So how do you make better decisions, when there can be no certainty about the “best” decision? There’s a perception that improving decision-making is easy – just “be logical”.

    Kim Stephenson · 12 Mar 20179 min read
    The Value of Soft Skills in a Financial Adviser’s Role
    People Development

    The Value of Soft Skills in a Financial Adviser’s Role

    Michael Douglas is famous for quoting in the original Wall Street film – “Lunch is for Wimps” The same quote can be used for soft skills.

    Paul Archer · 12 Mar 20179 min read
    “Soft skills”: Time for a re-brand?
    People Development

    “Soft skills”: Time for a re-brand?

    Soft skills. You know what I mean: presentation skills, effective communication, teamwork, time management… It’s not really as important as the Advanced Excel Modelling or Leveraged Loans training. It’s all just common sense stuff, isn’t it? Perhaps it’s time for a re-brand.

    Raj Sood · 12 Mar 20174 min read
    What I’m going to take into 2014
    People Development

    What I’m going to take into 2014

    By Len Horridge from The Skills Exchange Happy New Year, of course… so, another year over, as John Lennon sang. You learn a lot in a year. So, what did we learn in 2013?

    Len Horridge · 12 Mar 20175 min read