Date(s) - 11/09/2023
10:00 am - 12:00 pm
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:-
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
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
How to book
To reserve a space at a workshop you must email email@example.com stating which one you would like to attend. You will receive a booking confirmation and a joining link nearer the workshop
How much does it cost to attend?
The delegate price per event is £95+VAT.