Staff Training Presentations

 

A range of dCL prepared Microsoft Powerpoint and .pdf presentations to assist firms in staff training on a number of compliance and precedurally-related issues

A guide to the identification and proper handling of Vulnerable Customers
A guide to the application of the COCON rules to insurance staff from 31/03/2021
Jim Dart hosts a webinar on the application of the COCON rules to insurance staff from 31/03/2021
Jim Dart hosts a webinar on the principles and procedures of identifying and dealing with complaints. (13:53)
A guide to the implementation of a 'speak up, listen up' policy.
A guide to using and implementing our document templates
Powerpoint presentation from FCA DP20/1 March 2020
Presentation Updated Jan 21
Powerpoint Presentation Sept 17
UPDATED JAN 21 Powerpoint Presentation April 2019