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Latest from Elephants Don’t Forget…

Webinar | Consumer Duty 12 Months On: What Now, What Next?

Details: Thursday 18 July 2024 | 11.00 AM | 60 minutes

Register for our free 60-minute webinar with Avyse Partners. Our expert panel will be discussing the enhancements firms should prioritise to comply with Consumer Duty moving forward.

Register here >


Read | Consumer Duty Board Reporting: benchmarking your approach

Assess your readiness, identify areas for improvement, and ensure your firm builds a successful Consumer Duty reporting strategy for the future.

Access here >


Visit | Consumer Duty Hub

Access a range of helpful Consumer Duty resources.

Visit hub >

As we approach the July deadline and firms move towards embedding Consumer Duty over the months to come. The Worksmart team remain busy working with clients and partners delivering increased levels of control, insight, and evidence through use of our innovative RegTech solutions, and publishing content on subjects that matter to T&C and compliance professionals.

Click here to subscribe to publications and announcements from the team at Regulatory Talk and keep an eye out for our next webinar appearance on the subject of ‘Evidencing Conduct & Culture’ later this month.

Learn more about our RegTech and how it is used to help shape the future of compliance and risk management within financial services.

T-CViews FIT and Proper Videos

We offer T-CViews FIT and Proper offers access to our FIT and Proper videos within T-CViews.

Current Videos include

  • Assessing Competence – Best Practice
  • Defining competence to perform a gap analysis
  • Fit and Proper assessments – what the rules tell us

These videos are supported by transcripts, slides and test Q&As which you can share with your colleagues.  Ideal for team meetings or CPD as you can share with your colleagues.

How to set up your access to T-CViews
Email and ask for a T-CViews FIT and Proper Account to be set up. We will issue and invoice  and arrange for access.

Find out more about T-CViews >>>

Develop your professional knowledge with our specialist courses 

  • Diploma in Regulated Financial Planning
  • CeMAP
  • Equity Release
  • Pensions Administration
  • Long Term Care Insurance
  • Trusts

These courses and many more await, to see our full offering please click here >>> 

CPD testing – Strengthen your expertise with our monthly topics 

  • Compliance and Regulation
  • Economy
  • Mortgages
  • Protection
  • Pensions
  • Savings and Investments
  • Taxation and Trusts

Prepare to excel in these essential areas, earn CPD points, and stay ahead of industry requirements. For a free trial of our accredited CPD system, please click here >>>



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