Insight for Training and Competence

Insight for Training & Competence (T&C) is an optional module of Redland's Insight, the Enterprise Wide Sales Support Solution designed to aid the distribution of regulated Life and Pension, Mortgage, and Insurance products.

Do you live in fear of your next FSA visit?

Regulatory compliance is an unavoidable aspect of business in the Financial Services industry. The FSA has promised tough penalties if you fail to develop appropriate systems to ensure and evidence compliance.

Insight for T&C implements your T&C scheme electronically ensuring your systems are complete and efficient.

With Insight for T&C, you can demonstrate that staff are competent and appropriately trained to give financial advice.

Do you have problems with:

• Too much paper
• Lost records and files
• Outstanding actions
• Missed deadlines
• Access to individual and team records

Insight for T&C removes paper and keeps you in control.

Would you like to:

• Increase the ‘spans of control’ of your supervisors?
• Reduce the levels of risk across all of the advisers?
• Improve the advice given to your clients?

Insight for T&C supports vital regulated activities such as observations, one-to-ones and assessments. It gives clear indicators for ‘span of control’ across the whole of your sales force. This enables you to maximise the use of your resource based on the rules contained in your individual T&C scheme.