News

Custom Personal and Business Development Workshops

 

Tailored to client specific needs…

  • Train the Trainer
  • Presentation Skills
  • Managing Poor Performance and Absence
  • Recruitment and selections
  • Delegation Skills
  • Time Management
  • Facilitation Skills
  • Business Writing Skills
  • Managing Meetings
  • Mastering Change
  • Performance Management
  • Introduction to selling
  • Customer service
  • Emergenetics – meetings of the minds

If you would like any further information on any of the above topics, please contact claire@createsolutions.co.uk or call the office on 0161 870 6637

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The Unique Training Week…

 Training week

During the week of 4-8th June 2018 Create Solutions are bringing a Unique Training Week to the market. It’s a full week of training sessions/workshops and events (taking place in Manchester)

It’s an opportunity for staff to boost their CPD, to increase their knowledge and skills on relevant topics.

It will include sessions on compliance related matters, technical training sessions and also some soft skills sessions. sessions include:

  • Dealing with Vulnerable Customers
  • Liability Insurance
  • Business Interruption

For further information or to book places please contact deborah@createsolutions.co.uk

 

 

 

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Unique Training Week…

 

Training week

 

The Unique Training Week

During the week of 4-8th June 2018 Create Solutions are bringing a Unique Training Week to the market. It’s a week full week of training sessions/workshops and events  (taking place in Manchester).

It’s an opportunity for staff to boost their CPD, to increase their knowledge and skills on relevant topics.

It will include sessions on compliance related matters, technical training sessions and also some soft skills sessions.  You will hear more about this in due course but for starters we will run a Vulnerable Customers workshop in Manchester City Centre which will take place on Tuesday 5th June 2018.

For further details please contact claire@createsolutions.co.uk

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21st February Mike delivered an IDD lecture for the IIM

 

IDD & The Future of Commercial Insurance Broking

The Insurance Distribution Directive (IDD) is the most significant changes in General Insurance regulations in 10 years. It applies to all FCA regulated firms, Insurers, Brokers, MGA’s etc and applies to those conducting Consumer and Commercial Business and to insurance staff.

It will come into force on 23rd Feb 2018 though its implementation may be delayed until Oct 2018.

It is a new EU directive and it is aimed to create a level playing field, for insurance intermediaries and the distribution of insurance, plus harmonise regulation across the EU. Its aim is to raise the standards of conduct, improve competition as well as improving customer protection.

All firm needs to understand the changes and have plans in place to implement the changes.

Learning objectives:

  • Understand the background and why the IDD is being implemented and who it applies to?
  • Explain some of the key changes and what firms need to do including:
  • Conflicts of interest
  • Disclosure requirements
  • Training of staff
  • Sales practices

It also gave an overview of what firms need to do with regards to product Governance and Oversight when designing new policies or schemes

If you were unable to attend and require any further information please let us know

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General Data Protection Regulation

 

GDPR assistance for the General Insurance Industry

Confused? Overwhelmed? Bombarded with information and don’t know where to turn for help?

Look no further, speak to Create Solutions Ltd.

The General Data Protection Regulation comes into effect on 25th May 2018 and we are working with many organisations in the general Insurance industry to help them prepare for the forthcoming changes.

Whilst GDPR applies to all industries, there are specific provisions when processing data for insurance purposes and you may need advice from people who understand how insurance operates.

Create Solutions have over 15 years’ experience working with general insurance firms of all sizes and types and we have a wealth of expertise in FCA compliance. We like to keep things simple and straight to the point!

We understand that every firm in the general insurance arena is different and how you approach GDPR will vary depending on the type of firm, business model, distribution chain etc. 

We are helping a wide range of clients through the FCA regulatory maze and with their GDPR obligations.

Here are some of the services we offer

  • Help with conducting a Data Audit
  • Guidance and Templates
  • Help with documenting your Processing Activities
  • Creating a Privacy Notice
  • Reviewing processes with regards to Data Breaches and Subject Access
  • Face to Face, email and telephone consultancy
  • Open and in-house GDPR training for staff at all levels

Act now! Create awareness internally and start to do the ground work to prepare for the changes.

Please contact us for a no obligation discussion of how we can help you.

 Speak to Matt, Tracy or Karen on 0161 870 6637 or email

Matt@createsolutions.co.uk, Tracy@createsolutions.co.uk, Karen@createsolutions.co.uk

 

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FCA General Insurance Events – Live & Local

Interactive workshop: Working to prevent harm – a general insurance focus

(2 hours, open to regulated firms only)

This highly interactive session, facilitated by supervisors, will help firms identify and understand risks and potential causes of harm.

The workshop will be based around an interactive case study where delegates will work through a specific scenario. This will involve a number of topics including Insurance Distribution Directive, complaints, and the Senior Managers and Certification Regime. The scenario will put into practice our expectations and will give attendees ideas and concepts that are applicable to their own businesses.

The session will be of most benefit to general insurance intermediaries; however other insurance firms are welcome. A registration fee of £85 per person will apply.

The Cheshire workshop is coming up at the beginning of February

For further information please visit the FCA website

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Well done to Tracy….

 

We would all like to say a MASSIVE WELL DONE  to Tracy, once again she has completed the challenge of living on £1 a day, this time for 28 days! Tracy has raised over £1,100 for Destiny Garden School.

In 2016, she raised over £2,000 for the School by living on £1 a day for 21 days and this time, she raised the stakes by extending the challenge to a gruelling 28 days.

It is a fantastic cause Destiny Children a UK Charity that supports Destiny Garden School in Mombasa, Kenya. Destiny Children raises funds to help provide a better future for the children at Destiny Garden School, Mombasa, Kenya by securing them a good education and the basic welfare they need to survive. They do this primarily through the sponsorship programme, which provides the school with a steady regular income.

A huge thank you everybody that supported Tracy through this ambitious challenge.

Just Giving…

 

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Mike to speak at the IIM Masterclass

 

Mike to speak at the Insurance Institute of Manchester masterclass on the background to the IDD and why changes are being introduced and explain some of the key changes that firms need to be ready

For more information contact the IIM

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European Commission has proposed to push back the application date of the Insurance Distribution Directive (IDD) to 1 October 2018

 

Please see link to FCA website for more information

Click here for link

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Merry Christmas to all at Wellspring Stockport

 

We wanted to wish everybody at Wellspring Stockport a fantastic Christmas, so what better way to do that than with a Biscuit Hamper, a perfect accompaniment to all the teas and coffees they serve….

Hamper n

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