PASS
(Pension Advisers Support System) was set up in July 1988 by the IFA Life
Offices Group of the Association of British Insurers. Its prime aim is to
oversee and support the required review of personal pensions by smaller IFA's
(Independent Financial Advisers). The IFA's are required to complete their
pension reviews by June 2002. It has therefore been clear since the outset that
PASS has a finite life defined by that review date. Wind-down of operations is
anticipated by the end of March 2003.
Anticipating the issues associated with running a business during the
wind-down phase led the PASS management team to invite Training Focus to
develop and deliver customised and integrated training programmes during 2002.
The main focus of these programmes was:
 |
To improve the PASS team's
understanding of, and ability to manage, the issues that were likely to arise
during the wind-down phase - for example, fluctuating work and motivation
levels |
|
To raise individual team member's
skills levels to improve their job prospects after wind-down. |
Following a detailed
training needs analysis, a series of four programmes were developed:
|
Two-day Presentation Skills
programme for the senior management team |
|
Two-day Team Leadership and
Motivation programme for all levels of management |
|
One-day Team Building programme
for key individuals |
|
One-day Planning and Organising
programme for all Pass employees |
The first three
programmes were delivered during the first quarter of 2002 to
ensure key team members were prepared to deal with the ever-increasing
changes in workloads,
needs and team structures that were predicted for the year ahead.
Planning & Organising programmes are being run throughout the year
to dovetail with the other programmes and the shifting workloads within
PASS.
focused training
… customised for your
long-term business
success Related training programmes:
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case
study: PASS management training programme