Vulnerable Customers
Alan Chandler, Chartered Insurer, will look at how firms have been treating customers unfairly including some disturbing case studies.
The presentation will include how the FCA defines vulnerable customer, the measures all firms are expected to put in place and how the requirements on all firms have changed to make sure the most vulnerable are protected going forward.
This continues to be a hot topic for the regulator and failure to comply leaves firms open to disciplinary measures from the regulator.
This presentation is aimed at brokers, underwriters, claims staff and IFA's.
Learning Objectives
By attending this webinar, delegates will be able to identify: -
- the background of the FCA's thematic review and understand why this has became an issue
- who are Vulnerable customers, who the definition includes
- how to recognise vulnerable customers
- how to deal with Vulnerable customers
- what firms should do/have in place
Speaker Biography
Alan has undertaken operational management roles in three major global companies - NatWest Insurance Services, RBS Insurance Group and Allianz Insurance. He has run underwriting, broking and claims functions.
Eleven years ago he set up his own training company, something that he had always longed to do as he is passionate about training. Alan has delivered training for almost all the institutes in the UK over the past few years with his enthusiastic presenting style proving very popular.
He is one of the few individuals who can teach at all levels of the CII examinations and is driven by a passion to see increased professionalism within the insurance industry.
Interested, but can't attend?
Don't worry if you can't make the date/time of this webinar, it is being recorded. Please book a place as per normal and use the webinar link to access a recording post event.
The slides and additional questions from this webinar are available to download below:
Venue
- Online
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Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Chelmsford and South Essex, which is acting as the host institute for this event.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.