Plain English for financial services

Course information

It’s vital that all financial services firms write clearly for all their customers. Research shows that customers are  expect readable emails  that respond to their questions and deal with their issues effectively.  They also want to easily understand information, when they read an email, open an account, purchase  a policy, make a claim or consider an investment.

Using plain English can help to build relationships, de-escalate problems and reinforce your brand. This practical workshop will give you the skills and confidence to write in plain English. You will learn how to create communications that are easy to understand, customer-focused, well-structured – and comply with the Consumer Protection Code.  Course content and practical exercises are customised for the specific needs and challenges of insurance companies, banks, mortgage providers and investment firms.

 

After this course, you will be able to:

  • Put yourself in your customers' shoes to ensure you meet objectives
  • Write using plain professional English
  • Explain complex issues without using financial jargon
  • Use plain English to comply with the Consumer Protection Code

Who should attend?

This tailored course is designed for anyone who writes for customers in an insurance company, bank, mortgage provider or investment firm. It’s suitable for customer service teams, marketing teams, compliance departments and anyone who is involved in writing or
authorising customer communications.  

What’s covered in this course

1

Plan in 5 easy steps

  • Define your purpose
  • Identify target audiences and their needs
  • Create an effective objectives statement
  • Build a strong outline
  • Create a quick first draft
2

Keep it clear

  • Ditch the jargon
  • Use clear, concise, accessible English
  • Create focused sentences and paragraphs
  • Choose strong, precise, active verbs
3

Engage customers

  • Frontload information
  • Choose key words and trigger words
  • Add headings, sub-heads, lists and visuals
  • Cut dead wood and waffle
  • Use layout for greater impact
For a more detailed course outline, please get in touch.

Course delivery options ​

Live online training

Choose a practical interactive online session. Then, for more practice, send in a writing assignment that will be edited by a professional editor.

Tailored in-house courses

Get the training you need with customised onsite training for your teams. One-day or half-day courses for small groups.

Bespoke coaching – online

One-to-one sessions focus on your challenges and objectives. Practical exercises are based on your own materials.

Get expert tips for your business writing – in our free fact-sheets

Want a refresher on punctuation? Or a quick guide to plain English? What about tips on writing for your website? Or useful phrases for minutes? Our fact-sheets are full of information that will help you to write clear, correct English.

We’ve delivered this course to leading financial firms, including

Testimonials

No question is too big or small – we’re happy to help!

By clicking 'Send Message', you agree to our terms and privacy policy.

Please get in touch - We're happy to help

By clicking 'Send Message', you agree to our terms and privacy policy.

Please get in touch - We're happy to help

By clicking 'Send Message', you agree to our terms and privacy policy.

Please get in touch - We're happy to help

By clicking 'Send Message', you agree to our terms and privacy policy.

Get FREE fact-sheets

Want expert tips and tools to improve your writing?

  • Quick Guide to Plain English
  • Quick Punctuation Guide
  • Quick Grammar Guide
  • Ten Common Errors
  • Commonly Confused Words
  • Customer Communications with Impact
  • Writing for the Web
  • Web Accessibility
  • Editing for Results
  • Writing & Editing Checklist
  • Minutes – Useful Phrases

By clicking 'Send Message', you agree to our terms and privacy policy.