
Staff Training
We are proud that 100% of our employees participate in a variety of development and training events throughout each year.
We feel that we have an obligation to our staff and our clients to ensure our team are on a constant development journey.
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As a minimum, our staff will complete training in the following areas:
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Vulnerable Persons
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Systems & process training
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Anti-bribery procedures
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Data Security and GDPR training
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Anti-Money Laundering
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Conduct rules
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We also encourage our team to attend events and Continuous Professional Development (CPD) events provided by external companies, including the Chartered Insurance Institute (CII), Personal Finance Society and Compliance First.
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We like our team to have access to personal development opportunities from reading books, attending webinars, podcasts and attending seminars.​