Date/Time
Date(s) - 09/09/2024
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.
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
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 dates and sessions are as follows:-
Zoom Session
23 August
20 September
Teams Session
26 August
9 September
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
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
Each Summer School workshop is prefixed with a code starting SS. Each SS code is unique to a specific workshop. The (Z) or (T) relates to Zoom or Teams.
Example: SS01 (Z) Getting to grips with T&C Part 1
To enrol for any workshop please email enrol@t-cnews.com from your business email stating the SS number(s) that you would like to attend. Multiple workshops can be booked through the same email. If you are booking multiple delegates please supply their email addresses so we can send joining links.
You can attend any workshop. You will receive a confirmatory email of your booking.
Individual emails will be issued one working day before each event containing the joining link.
How much does it cost to attend?
Nothing! All workshops under the Summer School programme are completely free if you work for an FCA authorised firm thanks to the generous sponsorship of Worksmart.
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.
You can attend these workshops if you do not work for an FCA authorised firm but will be asked to pay £95+VAT per event.
Upgrade your Certificate of Achievement after Summer School
An option will be available to attend workshops you may have missed during Summer School to upgrade your Certificate of Achievement. Such workshops will be available at a discounted price
