Insurance Brokers

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.

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.

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.

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.

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.

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.

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.

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.

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 focuses on treating customers fairly and ensuring your clients’ expectations are met.

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