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.



New pension nudge rules
Michael Senior Compliance 2018, 2022, FCA, Pension, Switch, transfer
One of our clients recently received this note from a SIPP provider. “You may already be aware that 1st June 2022 saw new FCA rules (Policy Statement PS21/21) come into force which require all pension providers to give clients a stronger ‘nudge’, in certain circumstances, towards guidance from the government’s Pension Wise service […]