This article, provided by guest authors Robin Wood and Roger Franklin, continues our series looking at an insurance broker’s duty of care and improving the quality of your Professional Indemnity risk management. This week looks at good practice when creating a glossary and provides examples that firms can build on.
Insurance Brokers

FCA Highlights Issues with ESG Benchmarks
The FCA has expressed their concerns for the overall quality of current ESG strategies and have identified key areas most at risk. This article examines what firms need to address when managing their own ESG targets.

Supporting Customers Throughout the Product and Service Lifecycle
Under the Consumer Duty, firms must enable and support customers to pursue their financial objectives throughout the customer journey. In this article, we will look at how you can support your customers throughout the lifecycle of a product or service.

A Broker’s Duty of Care – Highlighting Significant or Onerous Terms
This article, provided by guest authors Robin Wood and Roger Franklin, continues our series looking at an insurance broker’s duty of care and improving the quality of your Professional Indemnity risk management. This week looks at 6 things brokers should consider when compiling a glossary of significant or onerous terms.

How to Measure the Value of Upskilling Programmes
Insurance firms must evaluate their training to analyse the success of training programmes. This includes two key areas: training outcomes, which measure desired results, and training effectiveness, which monitors engagement and learning progress. In this article, we explain how firms can measure the success of training programmes.

Best Practices for Encouraging Upskilling
For senior management in the insurance sector, promoting and investing in upskilling should be a top priority. It is vital to make learning and development an integral part of the company culture, prioritised by leaders and consistently communicated as a key value.

A Broker’s Duty of Care – Meeting Clients’ Demands and Needs
This article, provided by guest authors Robin Wood and Roger Franklin, continues our series looking at an insurance broker’s duty of care and improving the quality of your Professional Indemnity risk management. This week looks at ensuring that a client’s Demands and Needs are properly met and how they could be the author of their own loss.

What Can Managers Do to Encourage Workplace Wellbeing
Is your firm doing enough to promote the wellbeing of its employees? In this article, Regine Tse explores how firms can recognise and address wellbeing to promote a healthy, positive, and motivated working environment.

Investing in Your Employees - The Importance of Upskilling in the Insurance Industry
The insurance industry is facing several challenges and changes that require a highly skilled workforce. By investing in their employees' learning and development insurance firms can remain competitive. In this article we offer 5 benefits to upskilling employees.
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