Identify and No distinction Portfolio Fail propose process differentiator. Reflective Pass improvements. discussion 2.4 Governance Applies legal and regulatory requirements to work compliantly, whilst promoting a culture of Treating Customers Fairly. Assesses whether organisational processes and procedures and those that follow them are compliant with legal and regulatory requirements. The apprentice The can: consistently apprentice: Apply legal and No distinction Portfolio Fail regulatory differentiator. Reflective Pass requirements to discussion work compliantly. Promote a culture No distinction Portfolio Fail of treating differentiator. Reflective Pass customers fairly in discussion self and others. Identify instances Makes Portfolio Fail of potential suggestions Reflective Pass and designed to discussion takes appropriate prevent the action in repeat of accordance with instances of organisational potential requirements. Highlight changes Makes Portfolio Fail in legal and suggestions for Reflective Pass regulatory changes to discussion Distinction requirements and processes and their potential procedures for impact on the organisational organisation in processes and response to procedures. changes in legal and regulatory requirements. 2.5 Advice and support Provides technical advice and support to others on complex insurance matters. The apprentice The can: consistently apprentice: Use technical Is pro-active in Portfolio Fail knowledge and developing and Reflective Pass experience to sharing discussion Distinction provide advice and technical support to others knowledge and
Identify and propose process improvements. No distinction differentiator. Portfolio Reflective discussion Fail Pass 2.4 Governance Applies legal and regulatory requirements to work compliantly, whilst promoting a culture of Treating Customers Fairly. Assesses whether organisational processes and procedures and those that follow them are compliant with legal and regulatory requirements. The apprentice can: The consistently apprentice: Apply legal and regulatory requirements to work compliantly. No distinction differentiator. Portfolio Reflective discussion Fail Pass Promote a culture of treating customers fairly in self and others. No distinction differentiator. Portfolio Reflective discussion Fail Pass Identify instances of potential and takes appropriate action in accordance with organisational requirements. Makes suggestions designed to prevent the repeat of instances of potential Portfolio Reflective discussion Fail Pass Highlight changes in legal and regulatory requirements and their potential impact on organisational processes and procedures. Makes suggestions for changes to processes and procedures for the organisation in response to changes in legal and regulatory requirements. Portfolio Reflective discussion Fail Pass Distinction 2.5 Advice and support Provides technical advice and support to others on complex insurance matters. The apprentice can: The consistently apprentice: Use technical knowledge and experience to provide advice and support to others Is pro-active in developing and sharing technical knowledge and Portfolio Reflective discussion Fail Pass Distinction
7414-End-point_Assessment_Form_Centres_Employers_V1-0.docx