View more on these topics

Training & Competence conference 2002-03

This year&#39s annual Taxbriefs Training & Competence conference has been devised to analyse how T&C is working in practice, a year after N2.

It is essential that all those responsible for training & competence fully understand the implications of the shortly-to-be-unveiled FSA examination regime. This conference will be one of the earliest opportunities to learn about this direct from the FSA&#39s head of training and competence, industry training and business ethics, Professor David Jackman.

Together with some of the leading industry exam providers, the first morning promises a unique opportunity to learn what is in store in the near future.

The first day&#39s programme on December 3 (promoted by Taxbriefs and sponsored by SOFA — The Society of Financial Advisers) has been designed to appeal both to retail and wholesale professionals. The second day&#39s morning seminar on December 4 has been put together to address the particular issues applicable to the wholesale and institutional sector.

On December 3 2002 the conference chairman is Alan Maxwell, group audit and compliance director, Standard Life, and the speakers are: Professor David Jackman, head of training and competence, industry training and business ethics, Financial Services Authority; Lucy Courtenay, qualifications director, Chartered Insurance Institute; Tony Tudor, director, Institute of Financial Services; Liz Chiswell, head of training and development, Gerrard; David Paterson, compliance manager, Standard Life; Ian Patterson, partner, Patterson Sales Training; Mark Scott, head of technical training and T&C, Prudential UK and Europe, and Nick Bamford, managing director, Informed Choice.

On December 4 the conference chairman is David Kemp, professional development director, ABN AMRO Bank and the speakers are: Christopher Taylor, director of compliance, Lombard Odier International Portfolio Management; David Kemp, professional development director, ABN AMRO Bank; Stephen Sidebottom, director, human resources, Dresdner Kleinwort Wassertein, and Ruth Martin, director of qualifications, Securities Institute

Everyone involved in the provision, development or maintenance of training & competence throughout the financial services industry is encouraged to attend. For enquiries please contact:

Linda Staines Marketing Executive

Taxbriefs Limited, 2-5 Benjamin Street, London, EC1M 5QL

Tel: 020 7250 0967

Fax: 020 7251 8867


NAMBA/AIFA plan first public outing at Expo

The new association between NAMBA and AIFA will appear in public for the first time at next week&#39s Mortgage Business Expo at London&#39s Olympia, writes Helen McCormick. Members of the National Association of Mortgage Brokers and Advisers steering committee and staff of the Association of Independent Advisers will share a stand at the event. NAMBA […]

Platform Home Loans offers extended discounts

Platform Home Loans has now extended the end dates on its three discounted rates by four months. The lender has launched a 2 year discount of 1.5% until 1st December 2004 and an 18 Month discount at 1.75% until 1st June 2004. These products make the range of choice on the non conforming market as […]

BMS counts benefits of MPPI

Birmingham Midshires Solutions is urging consumers to take mortgage payment protection insurance to safeguard against accident, sickness or unemployment. Figures from the CML show that only 31% of Britons have insured their mortgage payments against the worst happening. The BMS campaign involves flagging up the benefits of MPPI. These include protected mortgage payments if borrowers […]

Woolwich &#39rebalances&#39 its commercial books

The Woolwich has stopped lending to limited companies seeking commercial mortgages in an effort to “rebalance” its buy-to-let lending portfolio. The Barclays-owned lender has stressed the need to balance its investment property-lending portfolio as the explanation for its withdrawal from the market area. Spokesman Perry Jones told Mortgage Strategy: “We have had a change of […]


News and expert analysis straight to your inbox

Sign up