Training & Competence

Our Training and Competence consultancy service can:

Provide a risk based review of your approach and identify any gaps/changes needed to meet new standards
Revise your T&C Scheme to meet your business model and demonstrate competence
Provide experienced interim resources to help you manage through change

More than ever your policies and procedures have to ensure that they don't just tick boxes but deliver the right framework for your people to reach and maintain competence......and prove it.

The FCA are employing a much more intrusive approach to checking the outcomes of a competence regime. For example, reviewing files to ensure that there is evidence that complete information is held about customers and that suitable advice has been given, reflecting the customers initial and changing circumstances over time.

Our highly experienced Training & Competence Consultants work with clients to:-

Create a consistent approach to all staff in the organisation
Design T&C processes and policies that are built in not bolt on
Create role profiles and competency frameworks to support those policies
Carry out independent risk based reviews to test the effectiveness of existing policies

Please call us on 01908 488170 or email office@ctp.uk.com to discuss your requirements.

Find our courses on

“For a potentially dry subject the session was very enjoyable”
- Sagicor
“The review of our T&C scheme carried out by CTP really tested our controls and showed us how to make the approach more efficient in a practical and business focused context.”
- Scottish Widows
“Very timely, excellent content, covered a lot in a short time.”
- GE Money
“Presenter made dull subject interesting and entertaining.”
- Hermes Fund Managers
“CTP provided us with a versatile range of training services from e based testing to technical modules and skills training for our advisers and sales management. They work quickly to satisfy deadlines and think creatively to achieve sustainable results. ”
- Scottish Widows
“A very interesting presentation and presenter encouraged good group discussion.”
- Talbot Underwriting
“Good structure, content and pace of learning”
- Clarke Roxburgh
“Good supportive environment. Well done - good all round knowledge. Thank you.”
- UK General Insurance Group
“An excellent all round briefing with detail and in depth exploration where necessitated.”
- Assurant Solutions
“Informative and thought provoking. Course leader was knowledgeable and informative.”
- Helm Godfrey
“Pitched at appropriate level with good mix of tell and activity based learning”
- Legal & General
“A difficult subject communicated effectively and in a relaxed manner. Thank you.”
- Colemans
“A very succinct and highly knowledgeable explanation and presentation of the subject”
- JLT
“Good overview of a difficult subject presented with energy.”
- Novae Group
“Excellent training seminar, pitched appropriately and delivered professionally”
- Allianz Ireland
“CTP very quickly got to grips with our requirements and tailored the course to meet our needs. We had a fantastic dialogue going with our management group. ”
- Assurant Solutions
“A great speaker who knows his topic and made things easy to understand.”
- M&G
“Very clear seminar with a practical slant”
- Barings
“The trainer had superb knowledge of our company, our industry, the regulator and communicated in 'plain English'. There was no jargon. An excellent day! ”
- Legal and General
“Excellent, engaging and knowledgeable course leader.”
- Solo Capital
“This was fantastic - I would not hesitate to go on another of these courses in the future. Thoroughly recommended. Very good -knowledgeable & approachable”
- Liverpool Victoria
“Excellent course, delivered exactly how I expected and I came out with some great ideas.”
- Cofunds
“A well delivered course with excellent content.”
- Sun Life Financial of Canada
“Excellent course, useful practical tools given”
- Co-operative Bank
“"Trainer had excellent knowledge and made a difficult subject interesting."”
- Standard Chartered Private Bank
“Good course giving an understanding of the topic very well. Very useful.”
- Barbican Managing Agency

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Milton Keynes Office: Suite 1:20, Second Floor, Norfolk House East, 499 Silbury Boulevard, Milton Keynes, Buckinghamshire, MK9 2AH Tel: 01908 488170

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