Insurance (England) Latest framework version? Financial Skills Partnership. Issued by

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1 Insurance (England) Latest framework version? Please use this link to see if this is the latest issued version of this framework: afo.sscalliance.org/frameworkslibrary/index.cfm?id=fr01386 Issue date: 04 February 2013 Issued by Financial Skills Partnership

2 Insurance (England)

3 Framework summary Insurance Higher Apprenticeship in Insurance This framework includes information on Personal Learning and Thinking Skills Pathways for this framework at level 4 include: Pathway 1: Insurance Competence qualifications available to this pathway: C1 - Level 4 Diploma in Insurance Knowledge qualifications available to this pathway: K1 - Level 4 Certificate in Insurance K2 - Level 4 Diploma in Leadership and Management K3 - Level 4 Diploma in Management and Leadership Combined qualifications available to this pathway: N/A This pathway also contains information on: Employee rights and responsibilities Functional skills

4 Framework information Information on the Issuing Authority for this framework: Financial Skills Partnership The Apprenticeship sector for occupations in financial services and accountancy. Issue number: 1 Framework ID: FR01386 This framework includes: Level 4 Date this framework is to be reviewed by: 30/11/2015 This framework is for use in: England Short description This Higher Apprenticeship is for those who work in a claims/broking/underwriting technician or team leader/supervisor role in the Insurance sector.

5 Contact information Proposer of this framework The approach we have taken to engage with employers on the development of this framework was to develop a project steering group of employers in the sector to engage in each part of the framework development. These employers include RSA, Resources in Insurance plc, Jelf, Cunningham Lindsey and DAS.. We have also consulted with employers in the sector outside of the project steering group who work with us on other projects. Developer of this framework Name: Organisation: Organisation type: Job title: Steven Poss Financial Skills Partnership Sector Skills Council Education Manager Phone: Postal address: Website: steven.poss@financialskillspartnership.org.uk 51 Gresham Street London EC2V 7HQ Issuing Authority's contact details Issued by: Financial Skills Partnership Issuer contact name: Jenny Barber Issuer phone: Issuer jenny.barber@financialskillspartnership.org.uk

6 Purpose of this framework Summary of the purpose of the framework "Definition of Apprenticeships" An Apprenticeship is a job with an accompanying skills development programme designed by employers in the sector. It allows the apprentice to gain technical knowledge and real practical experience, along with functional and personal skills, required for their immediate job and future career. These are acquired through a mix of learning in the workplace, formal off the job training and the opportunity to practice and embed new skills in a real work context. This broader mix differentiates the Apprenticeship experience from training delivered to meet narrowly focused job needs. On completion of the Apprenticeship the apprentice must be able to undertake the full range of duties, in the range of circumstances appropriate to the job, confidently and competently to the standard set by the industry. The purpose of this framework is to train claims/broking and underwriting technicians and supervisors. The framework is at level 4 and will provide progression from the existing Level 2 Intermediate and Level 3 Advanced Apprenticeship in Providing Financial Services (General Insurance). The framework has been developed to create a new vocational pathway in insurance to attract, develop and retain talent for the future. The framework will meet employers skills needs for claims and underwriting professionals as identified in the UKCES Skills for Jobs Report Aims and objectives of this framework (England) There is wide support for this new Higher Apprenticeship from employers in the insurance sector and will help employers recruit, train and retain staff in the sector. This programme will also help employers assess the competence of their staff against National Occupational Standards (NOS). The framework will help employers meet the current skills shortages in the sector such as industry, managerial and technical knowledge as highlighted in our Skills Assessment for ices-ssa This programme will also meet the Government's skills strategy by creating a modern

7 technician class in the sector through Higher Apprenticeships and is aimed at a sector where future growth and jobs depend - UKCES Skills for Job Report ations/nssa-vol-1 This programme will also meet the Government's skills strategy by: increasing the level of skills of individuals in the financial services sector to help achieve a world class base - page 4. ensure vocational qualifications reflect the changing needs of employers - page 15. creating a clear progression route for Apprenticeships to higher level skills, including Level 3 Apprenticeships - page 7. Extend Higher Apprenticeship provision - page 9 of New Challenges, New Changes - December further-education-skills/docs/s/ skills-for-sustainable-growth-strategy.pdf vernment/uploads/system/uploads/attachment_data/file/31429/ further-educationskills-system-reform-plan.pdf

8 Entry conditions for this framework Providers and employers are advised to develop recruitment practices where potential apprentices are required to complete an application form, attend an interview and undertake appropriate initial assessment. The purpose of taking this approach is to raise the profile of the Higher Apprenticeship in Insurance so that it is seen as valuable and worthwhile. This is also used to tailor the programme to meet individual learning and support needs and to recognise prior learning and experience. This will prevent the duplication of learning. In the case for Accredited of Prior Learning "APL" for competence, knowledge or Functional Skills, the Apprenticeship programme must be tailored to allow the Apprentice to undertake new learning, including learning at a higher level and develop new skills. This Higher Apprenticeship would suit someone who has good communication and listening skills. Other relevant skills include numeracy, research, analytical, IT, self disciplined and good record-keeping skills. This programme would also suit invididuals who have a good understanding of providing solutions to people's financial needs and can interact with different kinds of people. The IT Functional Skill is not required for this framework as individuals are generally recruited with this skill. Entrants have the opportunity to undertake the Level 2 Functional Skills in Mathematics and English should they not have the relevant transferable skills listed in this document or not have completed them within the required timeframes. Entrants should be able to demonstrate to an employer and a learning provider: a proven commitment to working with people, perhaps through school link courses or work experience; attainment of GCSE's or equivalent; an interest in financial services. Whilst there are no minimum academic entry requirements, to be successful on the programme, entrants should preferably possess GCSE's in English and Mathematics at grades A-C, together with a Level 2 Intermediate and Level 3 Advanced Apprenticeship programme in Providing Financial Services (General Insurance) or a generic subject such as Customer Service or Business Administration. However, many employers are also interested in skills and experience. Learners will be asked to declare any criminal convictions, bankruptcy or CCJ's at the time of registration onto the qualifications. Financial institutions recruit from all academic abilities. The Financial Skills Partnership (FSP)

9 has decided not to specify any formal entry requirements for this Higher Apprenticeship as the knowledge qualifications for this framework are open entry and to set entry criteria could create barriers. It is essential that there is a rigorous initial assessment process. Whilst the FSP does not prescribe the use of any particular assessment and diagnostic tools, those used must be fit for purpose with regard to measuring literacy and numeracy skills. Futhermore, assessing an applicant's suitability for working within the sector with regard to personal attitudes, attributes and behaviours is recommended. Good practice in initial assessment has identified that it must include as a minimum: diagnosis of individuals' abilities and support needs in basic and Functional Skills; assessment of abilities and support needs in relation to knowledge qualification; occupational/apttitudinal assessment; aptitudinal assessment; assessment of prior experience and qualifications. In addition, it must include discussions with individuals about their ambitions and motivations. As a guide, the industry feels that those wishing to become apprentices require the following skills and attributes: self motivation to succeed within the industry; self discipline and enthusiasm; initiative; capacity to develop organisational skills; potential to complete the qualifications; willingness to learn and apply that learning in the workplace; willingness to work with due regard to health and safety; willingness to adapt to different working roles; capacity to cope in busy conditions; willingness to communicate with a range of people; numeracy and literacy. Successful recruitment practices will ensure that apprentices with the potential to complete the framework are placed on the programme. Where this potential has not been demonstrated they should be placed on pre-entry programmes for the roles. The FSP encourages providers and employers to accept alternatives to qualifications when entering onto this Higher Apprenticeship to ensure equality of access for people with learning difficulties. These alternatives include volunteering, employment, portfolio of evidence and non-accredited courses. Other routes of entry including the Diploma, Welsh Baccalaureate, Young, Level 2

10 Intermediate and Level 3 Advanced Apprenticeships, also provide a useful grounding for this Higher Apprenticeship.

11 ... level 4 Level 4 Title for this framework at level 4 Higher Apprenticeship in Insurance Pathways for this framework at level 4 Pathway 1: Insurance

12 ... level 4... Pathway 1 Level 4, Pathway 1: Insurance Description of this pathway The total number of credits for this pathway is 65 credits. Competence = 37 credits; Knowledge = 18 credits; Functional Skills = 10 credits. Entry requirements for this pathway in addition to the framework entry requirements There are no additional requirements other than the general entry conditions.

13 ... level 4... Pathway 1 Job title(s) Claims Technician Broking Technician Underwriting Technician Supervisors in above areas Job role(s) To handle complex and/or specialist, and high value insurance claims and to provide technical expertise. To act as the link between clients and insurance companies towards achieving the most appropriate outcomes in the provision of insurance services. To assess risk and make decisions regarding the underwriting of complex and/or specialist, and high value insurance applications in line with organisational strategy, and to provide technical expertise. Manage teams gaining commitment and achieving results through the efficient and responsible use of resources in providing insurance services.

14 ... level 4... Pathway 1 Qualifications Competence qualifications available to this pathway C1 - Level 4 Diploma in Insurance No. Ref no. Awarding organisation Credit value Guided learning hours UCAS points value C1a 600/8080/2 City & Guilds N/A Knowledge qualifications available to this pathway K1 - Level 4 Certificate in Insurance No. Ref no. Awarding organisation Credit value Guided learning hours UCAS points value K1a 600/6996/X Chartered Insurance Institute N/A K2 - Level 4 Diploma in Leadership and Management No. Ref no. Awarding organisation Credit value Guided learning hours UCAS points value K2a 600/5931/X Institute of Leadership & Management N/A

15 ... level 4... Pathway 1 Knowledge qualifications available to this pathway (cont.) K3 - Level 4 Diploma in Management and Leadership No. Ref no. Awarding organisation Credit value Guided learning hours UCAS points value K3a 500/5686/4 Chartered Management Institute N/A

16 ... level 4... Pathway 1 Combined qualifications available to this pathway N/A Notes on competence and knowledge qualifications (if any) It is the employer or individual's choice as to which knowledge qualification is undertaken, depending on the focus of the role.

17 ... level 4... Pathway 1 Transferable skills (England) Functional Skills / GCSE (with enhanced functional content) and Key Skills (England) Apprentices must complete or have completed one of the English transferable skills qualifications and one of the Mathematical transferable skills qualifications listed below in order to successfully complete their Apprenticeship and this will carry the QCF five credit values. If they do not have these qualifications as part of their evidence an Apprenticeship certificate cannot be awarded. English Minimum level or grade Credit value Functional Skills qualification in English 2 5 GCSE qualification in English (with enhanced functional content) C 5 Key Skills qualification in Communication achieved either before September 2013 as part of the Apprenticeship, or...* 2 5 GCSE Qualification in English* C N/A A' Level or AS Level qualification in English Language* E N/A A' Level or AS Level qualification in English Literature* E N/A A' Level or AS Level qualification in English Language and Literature* E N/A GCSE or O' Level qualification in English Language** A N/A A' Level or AS Level qualification in English Language** A N/A A' Level or AS Level qualification in English Literature** A N/A A' Level or AS Level qualification in English Language and Literature** A N/A * achieved before September 2012 and within the 5 years immediately prior to starting an Apprenticeship. ** achieved before September 2012, otherwise at any time prior to starting the Apprenticeship.

18 ... level 4... Pathway 1 Mathematics Minimum level or grade Credit value Functional Skills qualification in Mathematics 2 5 GCSE qualification (with enhanced functional content) in Mathematics C 5 Key Skills qualification in Application of Number achieved either before September 2013 as part of the Apprenticeship, or...* 2 5 GCSE qualification in Mathematics* C N/A A' level or AS Level qualification in Mathematics* E N/A A' Level or AS Level qualification in Pure Mathematics* E N/A A'Level or AS Level qualification in Further Mathematics* E N/A GCSE or O'Level qualification in Mathematics** A N/A A' Level or AS Level qualification in Mathematics** A N/A A' Level or AS Level qualification in Pure Mathematics** A N/A A' Level or AS Level qualification in Further Mathematics** A N/A * achieved before September 2012 and within the 5 years immediately prior to starting an Apprenticeship. ** achieved before September 2012, otherwise at any time prior to starting the Apprenticeship. Inclusion of Information and Communications Technology (ICT) ICT is not required for this framework as individuals are recuited with this skill. Progression routes into and from this pathway Progression into this Apprenticeship can come from the following qualifications: GCSE's and other alternative qualifications; A-Levels; Diploma; Welsh Baccalaureate;

19 ... level 4... Pathway 1 Level 2 Qualifications and Intermediate Apprenticeships; Level 3 Qualifications and Advanced Apprenticeships. For those who wish to continue their development of skills and qualifications beyond level 4, opportunities exist to progress to higher level professional qualifications, including: CII Level 6 Advanced Diploma in Insurance. Technicians and Supervisors can progress onto Managerial and client facing roles within the Insurance sector. For a more in-depth look at careers within the Accounting, Finance and Financial Services sector, please look at our careers website UCAS points for this pathway: N/A

20 ... level 4... Pathway 1 Delivery and assessment of employee rights and responsibilities There will be two options to complete this element of the Higher Apprenticeship. The first option of the nine national outcomes for the Employee Rights and Responsibilities (ERR) will be met and assessed via Version 1 FSP Apprentice Workbook in Insurance (England) which is available from the FSP website - hip-england-and-wales/ The outcomes will be demonstrated by completing the various tasks within the workbook and will be assessed by the assessor. On completion of the workbook, the apprentice, assessor and employer will sign a completion statement to confirm the nine ERR outcomes have been completed. This statement is required as evidence at the certification stage. Candidates will be required to complete this workbook regardless if they have completed an FSP Workbook previously through the Level 2 Intermediate or Level 3 Advanced Apprenticeship in Providing Financial Services, as the workbook contains PLTS requirements. The time spent on ERR will contribute 35 hours towards meeting the on and off-the-job guided learning requirement. The second option of the nine national outcomes for the Employee Rights and Responsibilities (ERR) will be met and assessed via Version 2 FSP Apprentice Workbook in Insurance (England) which is available from the FSP website - hip-england-and-wales/ The outcomes will be demonstrated by providing workplace evidence against the nine ERR outcomes within the workbook and will be assessed by the assessor. On completion of the workbook, the apprentice, assessor and employer will sign a completion statement to confirm the nine ERR outcomes have been completed. This statement is required as evidence at the certification stage. Candidates will be required to complete this workbook regardless if they have completed an FSP Workbook previously through the Level 2 Intermediate or Level 3 Advanced Apprenticeship in Providing Financial Services, as the workbook contains PLTS requirements. The time spent on ERR will contribute 35 hours towards meeting the on and off-the-job guided learning requirement. As of the 1st January 2013 all providers and apprentices must complete the new Apprentice

21 ... level 4... Pathway 1 Declaration & Authorisation Form when claiming for the Apprentice s certificate. The new universal form covers declarations for the apprentices: Confirms the existence of an Apprenticeship Agreement between themselves and their employer Confirm their achievement of all ERR requirements Confirm their achievement of all 6 PLTS Confirm that they have received at least the minimum levels of GLH set out in framework and have undertaken training both on and off the job All apprentices must sign this forum at the end of programme to give their authority for the claimant, named on the form, to make a claim, on their behalf, for their completion certificate.

22 The remaining sections apply to all levels and pathways within this framework. How equality and diversity will be met Inequalities in the financial services sector and workplace persist for women and there is evidence that new mothers face downward mobility once they return to the labour market. A recommendation in the Fair Access to the Professions Report (July 2009) is to provide Apprenticeships with flexible entry and progression into the professions which can support mid-career, career interchange and career returner opportunities - page core/corporate/migratedd/publications/p/panel-fair-access-to-professions-final-report -21july09.pdf The equality of terms provisions in the Equality Act 2010 (the Act) entitle a woman doing equal work with a man in the same employment to equality in pay and other terms and conditions. The Act implies a sex equality clause automatically into her contract of employment, ensuring that her contractual terms are no less favourable than his. The man with whom she is claiming equal pay is known as her comparator. Research suggests that less than a third of all managers and proprietors (30%), and barely one in every eight professionals and technical staff in the financial services sector, are women - Source: Working Futures II - These findings are corroborated by information from the Annual Survey of Hours and Earnings (ASHE), which suggests that women earn a lot less than men in financial services - ual-survey-of-hours-and-earnings/ashe-results-2011/ashe-statistical-bulletin-2011.htm l Men outnumber women in the Financial, insurance and other professional services sector across all nations by a similar proportion (52 per cent to 48 per cent) Sector Skills Assessment - rt-77-financial-ssa-v2.pdf Over recent years the FSP has been running its "Through the Glass Ceiling" programme. Whilst the main gender imbalance in our sector is at senior management level, there are also imbalances at other levels in the different sub-sectors. Under the FSP's Equality and Diversity policy, we are committed "to achieve a workforce that reflects, at all levels, the diversity of the UK's population", so we will be working to create projects that will help address these

23 imbalances. Our aim is to see the progression, not just of women, but of all under-represented groups. There should be open recruitment of Apprentices to the programme, which is available to all people, regardless of gender, ethnic origin, religion or disability who meet the stated selection criteria. All partners involved in the delivery of the Higher Apprenticeship - providers, assessment centres and employers must be committed to a policy of equal opportunities and must have a stated equal opportunities policy and procedure. Only 0.2% of Apprenticeship learners progressed to further or higher education in 2007/08, and few went directly into the professions. The FSP encourages all apprentices to progress onto further education for themselves and into a profession and progression routes are available for them to do so. This will help talent, regardless of background or qualifications, to have the opportunity to develop and thrive. This framework therefore aims to tackle these issues.

24 On and off the job guided learning (England) Total GLH for each pathway The Level 4 Higher Apprenticeship in Insurance is delivered over a month period. The total number of GLH to be delivered on and off-the-job for the Level 4 Higher Apprenticeship in Insurance is as follows. Level 4 Diploma in Insurance GLH; Level 4 Certificate in Insurance GLH - minimum credit qualification in all pathways; Level 2 Functional Skill in Mathematics - 45 GLH; Level 2 Functional Skill in English - 45 GLH; FSP Apprentice Workbook in Insurance - 35 GLH; TOTAL GLH = 488 The total number of SASE GLH for the Level 4 framework is 698. The remaining 210 hours will be undertaken in the workplace over the month period. GLH are delivered during contracted working hours and that the working week for an apprentice is recommended to be 30 hours, unless the employment pattern in the sector is part time in which case apprentices must work a minimum of 16 hours a week. Therefore, if an apprentice was to be working less than 30 hours per week that the length of the would need to be increased accordingly e.g. for an apprentice doing 16 hours with no prior learning achievement the duration of this framework would need to be adjusted to approx months. GLH: must be planned, reviewed and evaluated jointly between the apprentice and tutor, teacher, mentor or manager; must allow access as and when required by the apprentice either to a tutor, teacher, mentor or manager; are delivered through one or more of the following methods: individual and group teaching, e-learning, distance learning, coaching, mentoring; feedback and assessment; collaborative/networked learning with peers; guided study; provide examples from the sector

25 as to how this will be delivered in the how this requirement will be met in the off the job and on the job sections; Apprenticeship delivery must be planned to make full and effective use of the duration, including the opportunity for apprentices to embed and extend their learning through repeated workplace practice; Completed in relation to accredited components of the framework achieved prior to the that training may count towards the GLH requirement for the framework; Where an apprentice completes an Apprenticeship part way through the final 12 month period (which is after the first 12 months), an apprentice must receive a proportion of the minimum of 280 GLH which is at least equal to the proportion of the final 12 month period spent on the Apprenticeship. It is recommended that a training plan is developed at the outset of the Higher Apprenticeship programme to determine how the individual components of the Higher Apprenticeship and subsequent Guided Learning Hours requirements will be met. Apprenticeships for year olds will last a minimum of 12 months without exception. For those aged 19 and over who have been assessed as having some accreditation or recognition of prior learning, then the duration can be less, but must never be less than 6 months. Funding (where qualifications are in scope) will be reduced accordingly. As of the 1st January 2013 all providers and apprentices must complete the new Apprentice Declaration & Authorisation Form when claiming for the Apprentice s certificate. The new universal form covers declarations for the apprentices: Confirms the existence of an Apprenticeship Agreement between themselves and their employer Confirm their achievement of all ERR requirements Confirm their achievement of all 6 PLTS Confirm that they have received at least the minimum levels of GLH set out in framework and have undertaken training both on and off the job All apprentices must sign this forum at the end of programme to give their authority for the claimant, named on the form, to make a claim, on their behalf, for their completion certificate.

26 Minimum off-the-job guided learning hours The Level 4 Higher Apprenticeship in Insurance is delivered over an months period. The minimum off-the-job GLH is 414 or 207 per year or within the first 12 months of starting the framework. If an apprentice completes this Higher Apprenticeship part way through the final 12 month period (after the first 12 months) they must receive a proportion of the off-the-job GLH which equates to hours per month (equal to the proportion of the final 12 month period spent on the Higher Apprenticeship). This has been calculated as follows: Certificate in Insurance + Employer in-house training = Functional Skills = = 414 off-the-job GLH. However, note that in practice the breakdown of of-the-job GLH across components of the Higher Apprenticeship may differ, for example, some of-the-job GLH might be delivered via the competence qualification. Higher Apprentices may take take less or more time to complete this framework based on their educational attainment and circumstances. Further off-the-job guided learning can also be provided to exceed the minimum requirement. How this requirement will be met Examples of 'off-the-job' learning can include: inductions to programmes; feedback and mentoring following call monitoring, adviser visits and audits; briefings such as morning 'huddles', product updates; competence qualification and functional skills assessments; 1 to 1 teaching and coaching for the Apprenticeship eg for the knowledge units or functional skills; required assignment work and study between workshops eg for the knowledge units; review meetings; one to one's and appraisals; pre course preparation work. Ways of recording this can be by diary or portfolio. These are in addition to traditional learning methods, such as online and distance learning, formal training workshops (whether by employer or training provider/college), company inductions.

27 Evidence of off-the-job Guided Learning Hours will include: The completion certificate for the knowledge qualification; The Workbook sign-off sheet for ERR, GLH and PLTS. A sign off form will be completed by the apprentice, employer and provider to confirm the GLH requirements have been achieved and this will be submitted to the certifying authority at the certification stage. Minimum on-the-job guided learning hours The Level 4 Higher Apprenticeship in Insurance is delivered over an months period. The minimum on-the-job GLH is 284 or 142 per year or within the first 12 months of starting the framework. If an apprentice completes this Higher Apprenticeship part way through the final 12 month period (after the first 12 months) they must receive a proportion of the on-the-job GLH which equates to 13.9 hours per month (equal to the proportion of the final 12 month period spent on the Higher Apprenticeship). This has been calculated as follows: Insurance pathway: Diploma in Insurance = Apprentice Workbook = 35 = 284 on-the-job GLH. However, note that in practice the breakdown of on-the-job GLH across components of the Higher Apprenticeship may differ, for example, some on-the-job GLH might be delivered via the knowledge qualification. Higher Apprentices may take less or more time to complete the framework based on their educational attainment and circumstances. Further on-the-job training can also be provided to exceed the minimum requirement. How this requirement will be met Examples of 'on-the-job' learning can include: Side by side training for those new to a role or who need to improve their skills; Live coaching such as around call monitoring or adviser visits; Job shadowing; Supervised day to day caseload activity; E mail and intranet updates. Ways of recording this can be by diary or portfolio.

28 A sign off form will be completed by the apprentice, employer and provider to confirm the GLH, PLTS and ERR requirements have been achieved and this will be submitted to the certifying authority at the certification stage. Evidence of on-the-job Guided Learning Hours will include: The completion certificate for the competence qualification.

29 Personal learning and thinking skills assessment and recognition (England) Summary of Personal Learning and Thinking Skills Higher Apprentices are required to demonstrate a set of six Personal Learning and Thinking Skills (PLTS) as part of the framework requirements. The PLTS have been mapped to the qualifications in the Framework to demonstrate where these skills are covered within the qualifications in the Framework. The PLTS are fully covered within the Higher Apprenticeship competence qualification,, with the exception of the "Team Working" and "Effective Participation" PLTS which are covered in Versions 1 and 2 of the FSP Workbook in Insurance (England), as shown in the mapping document. The mapping document can be found on the FSP website: hip-england-and-wales/ As of the 1st January 2013 all providers and apprentices must complete the new Apprentice Declaration & Authorisation Form when claiming for the Apprentice s certificate. The new universal form covers declarations for the apprentices: Confirms the existence of an Apprenticeship Agreement between themselves and their employer Confirm their achievement of all ERR requirements Confirm their achievement of all 6 PLTS Confirm that they have received at least the minimum levels of GLH set out in framework and have undertaken training both on and off the job All apprentices must sign this forum at the end of programme to give their authority for the claimant, named on the form, to make a claim, on their behalf, for their completion certificate. Creative thinking All 6 Creative Thinking skills listed below must be covered within the Higher Apprenticeship programme. The mapping document provided can help support the delivery of these skills. The learning outcomes of the Creative Thinking PLTS are:

30 generate ideas and explore possibilities; ask questions to extend their thinking; connect their own and others' ideas and experiences in inventive ways; question their own and others' assumptions; try out alternatives or new solutions and follow ideas through; adapt ideas as circumstances change. The PLTS will be delivered, demonstrated, assessed, recognised and evidenced through completion of the mandatory unit of the following qualification: Managing your own performance, personal development and Insurance Industry awareness - Level 4 Diploma in Insurance. Achievement of PLTS will be evidenced by the completion certificate for the qualification, which must be submitted when applying for an Apprenticeship completion certificate. Independent enquiry All 6 Independent enquiry skills listed below must be covered within the Higher Apprenticeship programme. The mapping document provided can help support the delivery of these skills. The learning outcomes of the Independent Enquiry PLTS are: identify questions to answer and problems to resolve; plan and carry out research, appreciating the consequences of decisions; explore issues, events or problems from different perspectives; analyse and evaluate information, judging its relevance and value; consider the influence of circumstances, beliefs and feelings on decisions and events; support conclusions, using reasoned arguments and evidence. The PLTS will be delivered, demonstrated, assessed, recognised and evidenced through completion of the mandatory unit of the following qualification: Managing your own performance, personal development and Insurance Industry awareness - Level 4 Diploma in Insurance. Achievement of PLTS will be evidenced by the completion certificate for the qualification, which must be submitted when applying for an Apprenticeship completion certificate. Reflective learning All 6 Reflective Learning skills listed below must be covered within the Higher Apprenticeship programme. The mapping document provided can help support the delivery of these skills. The learning outcomes of the Reflective Learning PLTS are:

31 assess themselves and others, identifying opportunities and achievements; set goals with success criteria for their development and work; review progress, acting on the outcomes; invite feedback and deal positively with praise, setbacks and criticism; evaluate experiences and learning to inform future progress; communicate their learning in relevant ways for different audiences. The PLTS will be delivered, demonstrated, assessed, recognised and evidenced through completion of the mandatory unit of the following qualification: Managing your own performance, personal development and Insurance Industry awareness - Level 4 Diploma in Insurance. Achievement of PLTS will be evidenced by the completion certificate for the qualification, which must be submitted when applying for an Apprenticeship completion certificate. Team working All 6 Team working skills listed below must be covered within the Higher Apprenticeship programme. The mapping document provided can help support the delivery of these skills. The learning outcomes of the Team Working PLTS are: collaborate with others to work towards common goals; reach agreements, managing discussions to achieve results; adapt behaviour to suit different roles and situations, including leadership roles; show fairness and consideration to others; take responsibility, showing confidence in themselves and their contribution; provide constructive support and feedback to others. The PLTS will be delivered, demonstrated, assessed, recognised and evidenced through completion of either Version 1 or 2 of the FSP Apprentice Workbook in Insurance (England). Achievement of PLTS will be evidenced by the completion of the FSP Apprentice Workbook in Insurance (England) which must be submitted when applying for an Apprenticeship completion certificate. Self management All 7 Self management skills listed below must be covered within the Higher Apprenticeship programme. The mapping document provided can help support the delivery of these skills. The learning outcomes of the Self Management PLTS are:

32 seek out challenges or new responsibilities and show flexibility when priorities change; work towards goals, showing initiative, commitment and perseverance; organise time and resources, prioritising actions; anticipate, take and manage risks; deal with competing pressures, including personal and work-related demands; respond positively to change, seeking advice and support when needed; manage their emotions, and build and maintain relationships. The PLTS will be delivered, demonstrated, assessed, recognised and evidenced through completion of the mandatory unit of the following qualification: Managing your own performance, personal developmentand Insurance Industry awareness - Level 4 Diploma in Insurance. Achievement of PLTS will be evidenced by the completion certificate for the qualification, which must be submitted when applying for an Apprenticeship completion certificate. Effective participation All 6 Effective participation skills listed below must be covered within the Higher Apprenticeship programme. The mapping document provided can help support the delivery of these skills. The learning outcomes of the Effective Participation PLTS are: discuss issues of concern, seeking resolution where needed; present a persuasive case for action; propose practical ways forward, breaking these down into manageable steps; identify improvements that would benefit others as well as themselves; try to influence others, negotiating and balancing diverse views to reach workable solutions; act as an advocate for views and beliefs that may differ from their own. The PLTS will be delivered, demonstrated, assessed, recognised and evidenced through completion of either Version 1 or 2 of the FSP Apprentice Workbook in Insurance (England). Achievement of PLTS will be evidenced by the completion of the FSP Apprentice Workbook in Insurance (England), which must be submitted when applying for an Apprenticeship completion certificate.

33 Additional employer requirements There are no additional employer requirements.

34 For more information visit