Date/Time
Date(s) - 03/09/2026
10:00 am - 12:00 pm
Categories
The FCA provides guidance that all firms should consider having a T&C scheme even for those employees who perform activities that fall outside the scope of Appendix 1 of the T&C sourcebook. This is particularly relevant as you design your approaches for everybody connected to your customer journeys and strive to deliver good outcomes.
Senior Managers carry a responsibility to ensure that they have policies and procedures in place to review the competence and performance of all employees. This will also include an expecatation that there are steps in place to ensure such policies and procedures are working effectively. Many companies choose to review their T&C schemes every 2-3 years.
Why review your T&C scheme now?
Like most things that are left alone they may not work as effectively as they once did. Regulation has changed many times over the recent years and the question must be asked as to whether your T&C scheme has kept up.
You can consider asking a third party to undertake a review on you behalf bit there is an alternative
This 2 hour online workshop Jeff Abbott from 2be Development Consultancy sets out how you can design then undertake a review of your own T&C scheme. Jeff has over 30 years experience working with T&C schemes and has designed many schemes and reviewed even more.
It’s straightforward enough to set up a review for what’s there. It is more challenging to check up on what’s not there
The date and session is as follows:-
Zoom Session
3 September 1000-1200
Who should attend?
This workshop is ideal for anyone who has a watching briefing or responsibilities for the operational effectiveness of your T&C scheme, This could include T&C Managers, Compliance Managers, HR Specialists and Senior Managers who carry responsibilities for competence and performance of employees.
Outcomes
To know what a T&C scheme comprises
To identify the triggers of a T&C scheme review
To set the objectives of a T&C Review
To determine the standards and measures used during the review
To identify the sources of evidence to be used
To conduct a review
To structure your review report and ratings
To present your report
To facilitate action planning
Easy Booking
Simply email your booking request to office@t-cnews.com. We will book you in. Joining links to the workshop are normally issued 2 working days before the event. There is no charge to attend this event. Places are limited so please book early.
Please note
These events are workshops not webinars. Delegates are asked to have their microphone enabled and ideally their camera engaged. These sessions are not recorded.
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