We have developed an online training course to assist T&C supervisors demonstrate competence in their role. The course is set up as a self-study resource, although optional remote support is available to discuss the modules, answer questions and test learning.
There are four separate modules, being:
- Module 1: Understanding Training & Competence (T&C) Requirements
- Module 2: Assessment Skills & Knowledge
- Module 3: Coaching & Training Techniques
- Module 4: Monitoring Skills & Methodologies.
Each module includes:
- A video presentation that can be paused and replayed to enhance understanding
- Supporting reference material
- A workbook for you to take notes, answer some key questions, complete exercises
- Knowledge test (module 1 only)
- CPD certificate.
Each module costs £75 plus VAT.
Optional, remote support is charged separately.



Thematic review of retirement income advice
Shirley McKenzie Compliance 2015, 2022, FCA, Lifetime Mortgage, Mortgage, Pension, PI, Suitability Review
The FCA has announced that it will shortly be undertaking a thematic review to assess the advice consumers are receiving on meeting their income needs in retirement. Why? Previously planned work on this topic (known as ‘Assessing Suitability Review 2’) was paused as a reaction to Covid but the Regulator believes that it is […]