Skillcast is the leading supplier of compliance e-learning to the UK financial services sector, including insurance firms.
Our library of 30+ insurance compliance training courses provides core training for all staff and managers, plus more specialist courses on detailed regulatory requirements, including a full set of SMCR training courses.
We cover both current compliance topics and help staff prepare for impending regulatory developments. The Insurance Distribution Directive (IDD) is one such example.
This library is available with a fully managed Compliance LMS on a cost-effective subscription basis.
Solvency II introduced a new, harmonised EU-wide insurance regulatory regime. This course will enable your employees to familiarise themselves with, and better understand Solvency II.
The FCA expects companies to ensure all their appointed representatives are aware of the provisions within the FCA handbook that apply to them. This course outlines the comprehensive regulatory responsibilities of an appointed representative.
Our Insurance Course Library provides 30+ FCA compliance courses tailored for the insurance sector.
As with our FCA Compliance library, these courses protect firms and individual employees through coverage of the FCA Handbook and practical exercises, rigorous assessments and affirmations.
The Client Assets Sourcebook (CASS) outlines a firm's duty to separate its assets from a client's and safeguard these assets. CASS rules cover client money and client assets.
Our CASS for Client Money and Client Assets Course explains the FCA's rules for administering these client assets with a focus on both custody and client money rules.
CASS rules apply to money belonging to all clients. Clients are classified as retail, commercial, professional and any other eligible counterparty.
Our CASS 5: Client Money - Insurance Distribution Activity course provides an overview of CASS 5 which are the client money rules that apply to insurance distribution.
Under the requirements of CASS 8, you must understand what a mandate is and how to deal with them. Learn your responsibilities and how you can fully comply with the FCA's rules.
Our CASS 8: Mandates Course provides a high-level introduction to the information that you need to know to comply with the provisions of CASS 8: Mandates.
Under the requirements of CASS 9, you are required to pass on certain information to clients, particularly where prime brokers, custody assets and client money are concerned. Learn what your responsibilities are and how you can fully comply with the FCA's rules.
Our CASS 9: Information to Clients Course provides a high-level introduction to the information you need to know to comply with CASS 9: Information to Clients.
The FCA's Client Assets Sourcebook (CASS) supports Principle 10 of the FCA's Principles for Businesses. This Principle states that firms must arrange adequate protection for clients' assets.
Our CASS Overview Training Course explains the rules surrounding the protection of client money and client assets, as well as how to apply these rules in your day-to-day work.
Insurers, or individuals acting for them, must treat customers fairly when handling claims. This course enables your employees to understand and learn the basic claims handling process found in the General Insurance sector, as well as its regulatory requirements.
Educate your employees on how to receive and handle complaints from retail clients in the financial services sector.
Learn about the FCA's Principle 12 and the rules that flow from it, and see how you can apply Consumer Duty in your day-to-day work.
Our Consumer Duty Training Course provides an overview of the FCA's strategic objectives and how Consumer Duty impacts each regulated sector.
The FCA's Consumer Credit sourcebook (CONC) applies to all firms engaged in credit-related regulatory activities in the UK. This includes firms involved with debt counselling and credit broking.
Our CONC - Consumer Credit Regulations Course explains the FCA's Conduct of Business Rules for consumer credit firms and how these impact daily operations.
Our Conduct Risk Course covers the right way your employees should conduct themselves, from the way they treat customers, incentivise staff, deal with conflicts of interest, to how they develop products and sell them.
Educate your employees on the conduct risks they may encounter in day-to-day business and how to manage them.
The management of conflicts of interests is understandably high on the FCA's conduct risk agenda.
Educate your employees on how conflicts of interest in the insurance sector can arise and how such conflicts should be managed.
Contract certainty was developed in response to regulatory concerns about the 'deals now – details later' culture of the insurance industry.
This course enables your employees to familiarise themselves with and better understand the principles of contract certainty within insurance.
Educate your employees on the fundamental responsibilities of professionals working in the insurance sector, including the ones they have towards your Company as their employer, as well as customers and third parties.
Companies have a legal obligation to ensure that vulnerable individuals do not suffer any detriment and are given the appropriate level of care.
Our Good Outcomes for Vulnerable Customers Course will help your employees to better identify, understand and address the needs of those in vulnerable circumstances.
Financial crime ranges from fraud, tax evasion, bribery, market abuse, insider dealing, and money laundering to terrorist financing.
Our Financial Crime Prevention Training Course will help your employees recognise the various types of financial crime as well as when and how to seek advice or report concerns.
The General Insurance Pricing Practices signal a new chapter in the FCA's focus on fairly-priced insurance products which provide real value to customers.
Learn what these rules are, how they apply to each role, and how you can use them to provide fair value to customers.
The Insurance Conduct of Business Sourcebook (ICOBS) applies to all non-investment insurance businesses. ICOBS covers the FCA's rules for cancellation and claims.
Our ICOBS for Cancellation and Claims Course explains the FCA's conduct of business rules for cancellation and claims that apply to the insurance business.
The Insurance Conduct of Business Sourcebook (ICOBS) for distance communications applies to all insurance firms that engage in distance marketing activity in the UK.
Our ICOBS for Distance Communications Course explains the FCA's business rules for dealing with distance communications in the insurance business.
The Insurance Conduct of Business Sourcebook (ICOBS) for general matters applies to all firms engaged in the insurance business. The rules are made up of two levels: high-level and business standards.
Our ICOBS for General Matters Training Course explains how to categorise customers and the FCA's general conduct of business rules for the insurance market.
Educate your employees on what Information Barriers are, the different kinds of Information Barriers that exist in the insurance sector, and what laws and regulations they should follow to ensure compliance.
The Insurance Act 2015 represents the most significant reform of insurance contract law in the UK for over a century.
This Course will help your employees to understand the key aspects of the Insurance Act. Plus, they'll learn about the provisions surrounding late insurance claims payments enacted as part of the Enterprise Act 2016.
The Insurance Distribution Directive (IDD) replaced the Insurance Mediation Directive (IMD) in February 2018.
Educate your employees on the IDD, the key elements of the new Directive and the rule modifications that will be required in day-to-day business.
Educate your employees on how the UK's financial services industry is regulated. They will learn how regulations impact everything at your Company and that compliance with them is an individual, as well as a collective, responsibility.
Educate your employees on the responsibilities they carry as professionals working in the UK's insurance industry.
They'll learn about the importance of complying with the rules laid down by the FCA and, where appropriate to your Company, the Prudential Regulation Authority.
The Packaged Retail and Insurance-based Investment Products (PRIIPs) Regulation has applied since 1 January 2018.
Educate your employees on the key points of the PRIIPs regulation including the production and delivery of mandatory key information to retail investors.
Educate your employees on the FCA's Principles for Businesses that apply to financial firms in the UK.
Educate your employees on the Prudential Standards for financial businesses in the UK.
Educate your senior managers on the responsibilities they under the FCA's systems and controls regime for financial services firms in the UK.
Educate your employees on the FCA's rules for training and competence of staff in the financial services business.
Educate your employees on the FCA's requirements for Treating Customers Fairly and managing Conduct Risk.