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What’s new at Elephants Don’t Forget…

Visit our new website to learn more about how we’re supporting firms to improve their approach to employee Training & Competence.

Our resource hub is packed with a range of insightful case studies and purple papers from brands including NewDay, Age Partnership, Danske Bank, Volvo Car Financial Services UK, and LV= Financial Services. From supporting firms with challenges around Consumer Duty, vulnerable customers and reducing errors and complaints, Elephants Don’t Forget’s multi-award-winning AI – Clever Nelly – supports each and every individual employee to translate their workplace training into the highest levels of in-role competence – and maintain it, resulting in fewer errors, reduced risk, improved performance and best-in-class compliance.

Discover how it works >

In July, Worksmart’s Head of Market Engagement, Nic Dent, was delighted to join behavioural experts Christian Hunt and Roger Miles on a webinar broadcast to discuss how firms can ‘Find and Fix the Culture Gaps in Your Firm’s Consumer Duty Board Report’ – this resulting paper summarises the topics and takeaways from that webinar.  

There’s a consistent theme threading through this discussion document that builds on the idea of leveraging T&C for maintaining staff capability as best practice for both regulatory compliance and business success.  

Taking the opportunity, we’ve revisited T&C through a revised series of three special, extended blogs designed to help you review the fitness of your T&C and/or wider competence management arrangements, and in doing so, help underpin your organisation’s compliance with a range of regulation and deliver tangible business benefit. Subscribe here to receive the ‘Review the fitness of your training and competence arrangements’ blog series. 

Time to design or review your T&C scheme

Whether you are designing a T&C/Competence scheme for people connected to the customer journey or looking to review your existing scheme the following may help:

We have updated our article on the 8 principles relating to the design of a T&C Framework.  It now shares 93 indicators you can use to help design or review your approach. Read T&C Framework – How to build your scheme 2024 version

If you are seeking some assistance with a review of your Certification Regime, Code of Conduct or T&C scheme check this out.

 

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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