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Competent Adviser offers free trial of TCF toolbox

Competent Adviser is offering brokers a free month’s trial of its Treating Customers Fairly toolbox to help firms get to grips with TCF principles.

The computer-based training programmes demonstrate good TCF business practice and helps brokers identify what the Financial Services Authority is looking for.

The TCF toolbox will automatically update users of any FSA announcements and contains links to relevant parts of the regulator’s website.

If after the trial period brokers decide to sign up to the system the initial trial will then be converted into a month’s free use, meaning users will get 13 months for the price of 12.

Gillian Tait, director at Competent Adviser, says: “We have been buoyed by the ever-increasing awareness from brokers for the need to constantly update knowledge whilst being able to fully demonstrate and document their training procedures.

“We are confident those trialling the system will fully benefit from our TCF offering.”


The month at a glance

The above-mentioned statement by foreign secretary Miliband to recognise Chinese rule over Tibet destroyed at a stroke the Dalai Lama’s negotiating position and led to speculation that the UK decision was linked with Prime Minister Gordon Brown’s efforts to bring China into a new world economic order.


Five ways to make your employee focus group session a success

by Debra Corey, group reward director  You just planned and booked what you thought was the perfect vacation for you and your family. You call everyone together to share the great news and instead of receiving sounds of glee and delight, you receive groans and complaints.Your youngest says: “I hate beaches, didn’t you know that?” (You think to […]


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