View more on these topics

Delivering Customer Focused Change key to TCF

Delivering Customer Focused Change will be the theme for the next Treating Customers Fairly masterclass.

The final programme has been developed to look at the key issues surrounding the delivery of treating customers fairly and the changes in culture and behaviour that this demands.

This will be the second TCF masterclass to be given by the ifs School of Finance and the session will cover the key principles in delivering customer focused change, accelerating the creation of the customer-oriented culture and tools and approaches that can be applied to deliver sustainable changes in behaviour.

Mark Roberts, head of faculty financial regulation at the ifs, says: Treating Customers Fairly is more than a box-ticking exercise. This masterclass is about developing effective strategies to embed TCF at all levels within the organisation.

The Masterclass will take place on Thursday 7 September 2006.


Platform appointment

Platform has appointed Iain Dickson as divisional sales manager. He will be responsible for achieving targets based on volume, margin and product mix.

An advisory service for advisers

Apologies to anyone who might think this is an advert. It definitely is not, but I have been asked by Mortgage Strategy’s illustrious editor (I think that’s how he describes himself) to give an update on Lifetime Advisory Services. I have also been asked to explain why the proposition is services-only rather than offering full […]

Cashing in on the buy-for-uni boom

My son is fast approaching his 18th birthday (I know – I don’t look old enough) and while a big party might be on the family planner I’m also considering how to help fund his university years.

Retirement - thumbnail

Pension freedoms: stop the scams

At the beginning of 2015, we highlighted that the new pension freedoms that come fully online on 6 April also represent a very attractive opportunity for the criminal fraternity to scam savers out of some, or all, of their accumulated retirement savings.


News and expert analysis straight to your inbox

Sign up