Events

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The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R04 examination.

Join us for this webinar covering the range of business protection options available when advising clients. If they are a limited company, LLP, partnership or sole trader, this is a complex area and in this session, we hope to make it clearer as to how to provide them with the right cover and in the best way.

The FCA introduced its proposal for a new consumer duty of care in consultation CP21/13. The FCA’s aim is to shift firms’ culture and behaviours to a focus on customer outcomes and putting the customer in a position in which the customer can act and make decisions that are in the customer’s best interests. The one-hour session will focus on the following: • an overview of the proposed new principle, rules and guidance; • how the new duty will be implemented; • how the duty interacts with existing principles, rules and guidance and the FCA’s other areas of focus (such as vulnerable customers); • how the FCA proposes to regulate and enforce the new duty; and • the steps that firms should be taking to ensure compliance with the new duty, rules and guidance.