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Chartered Banker Institute magazine Feb/Mar 2013

“We liked the Money Marketing CPD Centre so much we bought our own branded version which is FSA approved. Our portal provides online learning and assessment to help meet mandatory requirements. You are also able to log your other learning activity, so that you have a full record only a mouse-click away.”

Julian has been one of the advisers helping test the portal as it goes live: “It’s absolutely fantastic. I did one of the tests and bespoke content came up to show me where to find the answers when I got a question wrong.”

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Guide: Johnson Fleming produces auto-enrolment checklist

For a job as big as managing the auto-enrolment changes, it’s important to know what has been completed and what still lies in front of you to give you the reassurance that everything is in hand. Getting the planning and project management right at the outset can help you see the path ahead and ensure everyone knows their roles and responsibilities. To help with this, Johnson Fleming has produced a checklist outlining every step that needs to be taken when preparing for auto-enrolment.

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