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Transforming LCAs

Paul

12Sep202412Sep2024

Jennie (Smith) joined us

Pippa generally useful stuff andy, CA, Hitesh, jennie, Laura, Pat, Paul, vols 0 Comment
Jennie (Smith) joined us

Sorry you have no rights to view this entry!

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15Aug2024

Co design of support offer.. LCAs and CA

Pippa generally useful stuff, helping each other andy, CA, Callum, chloe, co design, craig, Daniel, Jan, michele, Paul, support offer, tal 0 Comment
Co design of support offer.. LCAs and CA

what’s happening on codesign of the support offer -next steps with CA…

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17Apr202417Apr2024

Zoooooooooooooooom

Pippa generally useful stuff AI, andy, Charterhouse, Max, Paul, Sheffield 0 Comment
Zoooooooooooooooom

WOWEE- check this out… coming soon to a weekly call… well in June probably…

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20Dec202320Dec2023

CA AGM at Eastside rooms in Birmingham

Pippa Uncategorized 2024, AGM, andy, Birmingham, CA, Paul 0 Comment
CA AGM at Eastside rooms in Birmingham

info on the CA AGM in April 2024…15th and 16th in Birmingham

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13Dec202313Dec2023

energy advice in the South and some wider issues

Pippa generally useful stuff, Uncategorized andy, Jan, luca, Paul, tal 0 Comment
energy advice in the South and some wider issues

challenging situation on energy advice in South – check it out and keep updated on the wider issues

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08Dec202308Dec2023

Zoooooooooooom and AI and clients and stuff

Pippa generally useful stuff, helping each other AI, clients, Paul, zoom 0 Comment
Zoooooooooooom and AI and clients and stuff

find out how zoom might help us with initial client contact/triage stuff…

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27Sep202327Sep2023

Are we being pushed too hard on contract performance?

Pippa generally useful stuff, helping each other, Uncategorized contracted services, Jason, Paul, pushed hard 0 Comment
Are we being pushed too hard on contract performance?

are we pushed too hard on funded contracts?

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13Sep202313Sep2023

World of Health work

Pippa generally useful stuff, Uncategorized andy, dawn, health, Loraine, Mark, Mel, Pat, Paul 0 Comment
World of Health work

we are all a bit unsettled that this isn’t a national priority just now…..

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23Aug202323Aug2023

Adviser Training

Pippa generally useful stuff, HR, Uncategorized andy, Angela, Chris, lisa, Nick, Paul, tina 0 Comment
Adviser Training

loadsa thoughts on training and some highly fab materials – read the post to see the links – yay

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16Aug202316Aug2023

LSA update…

Pippa LSA, Uncategorized andy, biddy, Consumer Duty policy, It strategy, Kash, Kate, neill, Paul, teresa, zoe. 0 Comment
LSA update…

CA assessors are generally helpful on the new LSA- several of us finding the process helpful but all of us finding it v time consuming grrrrrrrrr

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