CPD (Continuous Professional Development) the dreaded, essential and inconvenient truth of working in a profession. There is a very important element that is overlooked in the sentiment above – ownership.
Blog

Credit Broking Reporting - CCR002 & CCR008
Ever since credit broking became regulated by the FCA, all firms, including General Insurance Brokers, have to report their data to the FCA.

Become a Champion in Employee Development
‘T&C’ - formally known as training and competence - is not a new idea. The General Insurance Standard’s Council launched their own rules and elements of these can still be seen today under the current FCA T&C rules.

P2P Permission
Further to a previous newsletter article, we would like to remind all firms that the deadline for removing the P2P permission by use of a simple one-page form (rather than the more cumbersome CONNECT system) expires next month.

RWA Sponsor Memorial Dinner
The Craven Heifer at Addingham laid on a splendid taster menu for the 20 or so players and families and Garrick was toasted with a fine 19th Century Madeira, brought over from the US by the winner of the tournament, Jon Crumiller, COO of Princeton Consultants (an international chess master to boot). Second was Colm Barry, a fine local player. Michael Wiltshire an insurance broker from London and Guy Lyons made up 3rd and 4th spot respectively

Do I Need A Trust Deed Or Not?
This is a question that I have been asked several times over the last few months so I thought it was time for a reminder as to what is required.

Becoming a more effective learner
One of the most important factors when becoming a more effective learner is identifying the learning style that suits you best.

Recognising and rewarding your staff
A business that has unmotivated staff will soon see the negative impact this has on their performance.

Running in Circles - Resistance to Change
If you’re a business leader I’m sure that you’ve already started to make some connections between my running journey and the growing pains of your success. Chances are that at some point you’ve sat back and consciously thought ‘we can do better (or need to do better) but something has to change’. That’s the problem, change is hard and the ’too difficult’ box looms large. Change is inevitable and if you don’t continue to move forward you can be sure your customers will.
