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

• Systems & process training

• Anti-bribery procedures

• Data Security and GDPR training

• Anti-Money Laundering 

• 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.​