Treating Customers Fairly

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Summary

This course is designed to provide the learner with an overview of the FCA rules, and expectations around Treating Customers Fairly as they apply to general insurance distribution. 

The course is split into sections and we recommend that you take appropriate breaks throughout. 

What we will cover

  • What is meant by ‘principles-based regulation’
  • The six consumer outcomes required by TCF in the context of general insurance distribution
  • How firms could assess their policies and practices against TCF principles
  • Examples of good and poor practice in relation to:
    • The culture of the organisation
    • The availability and use of management information within a firm
    • Product design, including the role of all parties within the chain
    • Financial promotions and disclosure of information at the point of the sale
    • The quality of sales and advice provided to customers
    • Vulnerable customers
    • Claims handling and renewals
    • Handling complaints
    • Contributing to planning and implementation of TCF within your own organisation

Certs & Credits

Certificate of Completion

By completing/passing this course, you will attain the Zing Completion Certificate

Learning Credits

CPD2.0

Illustration - Tablet

Make an enquiry

Ready to book? Simply complete the form with your details and we will contact you about the next available dates.

If you require further advice on the suitability of this course, please call our experts on 0117 248 2731

APCC Affiliate
ilm approved
Discovery

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