Clerical Medical is launching a series of seminars for intermediaries on the structure, planning and implementation of the Treating Customers Fairly (TCF) regulations.
The TCF seminars will include:
- How to translate the TCF principles into practical action;
- Tools and techniques for instant application;
- Case studies from intermediaries and other sectors;
- Access to market research to benchmark the intermediary’s position; and
- A measurement tool to track progress – a “TCF scorecard”
The seminars will also consider the wider implications of TCF and demonstrate how it can be of value to the intermediary business.
David Shelton, head of intermediary strategic planning at Clerical Medical, says: “TCF is one of the major initiatives for 2005/2006 and we want to ensure that intermediaries are well placed to deal with it efficiently. We hope that the programme of seminars we are offering will help intermediaries take full advantage of the opportunities presented by TCF, particularly around service and brand.”
The seminars will run from 9 January 2006 to 9 February 2006 at twenty locations across the UK and are being hosted by David Shelton and Lawrence Emm, Clerical Medical’s intermediary development consultant.
If you have any comments you would like to add to this story or would like to speak to its author about a similar subject, telephone Emily Perryman on 020 7968 4554 or email [email protected].IFAonline
Moves to overweight equities and fixed income
The Big Interview: Focus on ethical investment
View from the front row
'No control or oversight'
359 new customers in 2018