Leaders have an appropriate knowledge of the legislative framework, working practice and industry standards and codes of practice for the sector and role within the organisation. We actively seek information or advice to ensure we are working to the most current and up to date legislation and industry standards. All leaders have taken the online SIA e-learning courses.

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Leaders are involved in the development of policies and procedures. We are actively involved in ensuring they are implemented in the relevant areas of the organisation and are continuously reviewed and improved.

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Managers and directors responsible for processes and key personnel within the business understand the links and interactions, This enables us to deliver the plans for the business. They actively ensure they are fully implemented in a manner reflecting our values.

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Our management team are results focussed and monitor the performance of the business through an internally balanced scorecard. Where objectives and targets are not being met we introduce appropriate actions to bring them back on line.

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We are very customer focussed and ensure that we understand the statutory and regulatory requirements for our services, particularly with regard to individual licensing and PSIA 2001. We regularly seek feedback from customers, employees  and our advisors on their strengths and development opportunities in the area of leadership. The areas for improvement are noted where appropriate and actions are taken to change behaviour.

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Wehave established a code of ethics that are communicated throughout the organisation. The code sets the standards that are expected and states very clearly which actions should become habit, whilst emphasising the need for courtesy and professionalism at all times.