Plain English for financial services

Workshop information

It’s vital that all financial services firms write clearly for all their customers. Research shows that customers expect readable emails  that respond to their questions and deal with their issues effectively.  They also want to easily understand information, whenever 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 workshop, 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?


Plan in 5 easy steps


Keep it clear


Engage customers

For a more detailed outline, please get in touch.

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