Last time I talked about the interaction between T&C and L&D and how we might allow for the tracking of minimum benchmark T&C standards whilst at the same time allowing for a higher degree of flexibility in order to cater for individual needs. I wanted to continue that theme by examining the reasons why this increased flexibility will be important.

Getting on with the job of planning a study campaign, with the dual aim of securing a diploma level professional qualification, and filling in the knowledge gaps which legacy exam subject passes leave behind, is pretty tricky.

I’d always intended to carry on the retail analogy into this piece as I wanted to focus on a particular key strength of a successful retail business. Namely why should Financial Services Intermediaries measure themselves as effectively as other parts of the wider retail industry seem to?

We have commented frequently on our views in relation to ensuring long term and sustained improvements in adviser capabilities in the lead up to and beyond the Retail Distribution Review such as: ensure that all developmental activities across the business are visible enable the promotion and deployment of a range of learning activities to individuals ensure that learning activities can be tracked