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 plain English course, you will be able to:

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

2

Keep it clear

3

Engage customers

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

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

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Please get in touch - We're happy to help

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Get FREE fact-sheets

Want expert tips and tools to improve your writing?

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