2be

2 be (UK) has launched the 'Getting to Grips with' series of workshops. These are open workshops held at venues throughout the UK. Details of the workshops available are featured here. For full details of dates and costs please contact us.

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Getting to Grips with Treating Customers Fairly

BEYOND SYSTEMS AND CONTROLS – THE PEOPLE ASPECTS OF TCF

Attendee profile:
This practical one-day workshop is aimed at those in Compliance, HR, learning and development who are responsible for establishing, implementing and supporting the people management aspects of firm’s approach to Treating Customers Fairly (TCF).

Objectives

By the end of this workshop, participants will be able to:

Recognise the principal components of a TCF-centred environment
Identify the contribution of effective HR, learning and development and performance management approaches to securing a TCF culture
Participate in the development and implementation of policies to deliver a TCF focus throughout a regulated business
Apply the principles explored in the workshop to the specific circumstances of their firms through the use of a self-analysis checklist

Domestics
Personal introductions
Sub-group objectives
Overall objectives

To directors, customers, employees and shareholders
What TCF is
What TCF isn’t
Why TCF is important to the FSA

Introduction to Utopia FS

Why using Utopia
TCF Barometer

Pros and Cons of FSA principles
Defining Behaviours
Setting Competencies

TCF Implications

Training & Competence
Performance Management
Recruitment
Succession Planning
Remuneration and Reward

TCF Controls

Why senior management involvement
The need for management information
Creating your own dashboard

TCF Business Relationships

Distributors and outsourcers
How to ensure distribution partners understand and conform to TCF expectations

Action Planning

Barometer actions
Self-analysis questions
3 key actions