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Conduct Matters

Course Catalogue

These courses have been created specifically for those in the UK insurance industry. They focus on the requirements of the Financial Conduct Authority and, where appropriate, the Society of Lloyd’s. However, the principles do make sense for a number of industries.

Please note there is a FREE TASTER version of each course which you can view without needing to register. Have a look and see what you think. Impressed? Get in touch with me to find out how to set up full access to the portal for you and your learners.

Click to view FREE TASTER: Personal Data

Click to view FREE TASTER: Personal Data

This course provides an understanding of how those who work in insurance should deal with personal data to help ensure legal and regulatory compliance. 

Click to view FREE TASTER: Outsourcing

Click to view FREE TASTER: Outsourcing

This course explains FCA conduct requirements for outsourcing sales and customer services, claims and complaints - including delegated authority. 

Click to view FREE TASTER: MS9 Essentials

Click to view FREE TASTER: MS9 Essentials

This course is for those working in/with the Lloyd's Market and explains the essentials of how managing agents must meet customers' needs.

Click to view FREE TASTER: MS9 Overview

Click to view FREE TASTER: MS9 Overview

This course provides a more detailed and comprehensive overview of Lloyd's expectations on how managing agents must meet customers' needs.

Click to view FREE TASTER: MS9 Management

Click to view FREE TASTER: MS9 Management

This course is for board, managers and those involved in product oversight to help them better understand how to meet customers' needs (as per Lloyd's MS9).

Click to view FREE TASTER: MS9 Product Design

Click to view FREE TASTER: MS9 Product Design

This course is for underwriters and delegated authority staff, explaining how products/services should be agreed/monitored (as per Lloyd's MS9).

Click to view FREE TASTER: Conflicts of Interest

Click to view FREE TASTER: Conflicts of Interest

This course is suitable for all staff working in all areas of insurance and will help them better understand how to identify and manage conflicts of interest.

Click to view FREE TASTER: Conduct Behaviour

Click to view FREE TASTER: Conduct Behaviour

All insurance staff must conduct themselves in a way that is ethical. This course explains the FCA expectations of good conduct as per COCON4.1 (Tier 1).

Click to view FREE TASTER: Vulnerability

Click to view FREE TASTER: Vulnerability

This course explains FCA concerns about vulnerability and how it affects the design of insurance products and services for consumer customers.


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