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Conduct Matters

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The Portal

Learn more about the portal, how it can be accessed, used and how you can track the progress of your learners.

The Courses

See the courses I have designed and try a free taster. Courses cover a variety of insurance conduct topics.

Contact Me

Thank you for visiting my website. If you want to find out more, please fill out the form on my contact page. 

Grow with learning

Welcome to the world of conduct e-learning

"All firms must be able to show consistently that fair treatment of customers is at the heart of their business model. Above all, customers expect financial services and products that meet their needs from firms they trust”. - FCA, 2018

Whether you are an insurance company, a Lloyd's managing agent, a syndicate, a service provider or an intermediary, your culture, products and services need to be right for your customers. They also need to comply with the regulators’ expectations. Why? It helps to build an insurance industry that is trustworthy, fair and ethical, which is what we all strive for.

How much training is needed?

The expectations set out in the Insurance Distribution Directive (reflected in SYSC28 of the Financial Conduct Authority rulebook) require 15 hours of training annually, for staff involved in, supervising or responsible for insurance distribution activities. It can cost thousands to set up your own learning portal and create engaging and relevant content. Here at Conduct Matters we do the work and create interesting, useful and instant impact courses to deliver the right training. Portal access starts from £600 and is ready to use instantly, so it can save you valuable time and money.

How this training can help you

Courses are created using 40 years of working insurance industry experience and 20 years of conduct risk, customer service and dispute resolution expertise. These personally created courses cover a variety of topics and include an assessment, with certificate of completion if a pass mark is achieved. If you want an effective and efficient way to get your team trained in understanding and embracing regulatory requirements relating to conduct risk and fair treatment of customers, you’ve come to the right place.

How it works

  1. Buy access to the portal from Conduct Matters - good choice!
  2. Access the portal and view the courses (on desktop, laptop or mobile device)
  3. Enrol your learners onto specific courses (and monitor their learning progress as they go)
  4. Promote the portal link internally (if relevant)
  5. Access training reports to review and keep

How I can help you at every step

I have experience in supporting large, medium and small insurance firms with compliance and can offer support throughout the learning process. By choosing Conduct Matters, you can have access to eight courses initially, with the choice growing as regulations are released and new learning topics are added. There are tailoring options too, so, for the best service, contact me today to discuss your needs.


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