Help for

General Insurers & Mortgage Providers

back to help

The Challenges

  1. Implementing treating customers fairly throughout the organization.
  2. Developing products which can be recommended safely and fully understood by customers. Preparing guidelines for their safe use.
  3. FCA complaint handling and financial promotions rules.
  4. Building and maintaining effective complaints procedures.
  5. Adapting work methods to the new regulatory regime.
  6. Developing constructive cost-effective relationships with intermediaries.
  7. Building a positive relationship with the Financial Conduct Authority and dealing with the threat of disciplinary action.


Help for you

Adam helps a wide range of organisations like yours - from dispute resolution centres, law firms and publishers to life assurers and small IFAs. For a complete list click here

© Adam Samuel designed by Ruby Design