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.
Pension transfer advice – assessing transfer risk
Alistair MacDougall Compliance 2015, 2018, 2019, 2021, DBAAT, Drawdown, FCA, Pension, Pension Transfer, PI, transfer
It has been well publicised that the FCA has aimed increasingly close scrutiny in the direction of firms that have been providing advice in relation to defined benefit pension transfers. Apparently caught off guard by the then Chancellor’s introduction in the Pension Schemes Act 2015 of what are generally called ‘pension freedoms’, the regulator has […]