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Introduction to LS Consultancy
Find out more about LS Consultancy. Download our summary document here.
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Business Continuity Plan template
Not sure on the process of creating systems of prevention and recovery to deal with potential threats? This template will help you get started.
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Business Plan (Regulatory)
Summary headings that should be included in your Regulatory Business Plan.
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FCA Authorisation the basic process
Firms and individuals must be authorised by the Financial Conduct Authority ( FCA ) to carry out regulated financial service activities.
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FCA Regulation for Claims-Management Companies
Guide for claims management companies
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Financial Promotion Do's & Don'ts
Make sure there's balanced risk language throughout the text.
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Financial Promotion guide
FCA's Handbook contains prescriptive rules which set out the process a firm should follow when developing a new financial promotion
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Financial Promotion MiFID II guide
We've teamed up with Perivan Technology, to produce not just a checklist but also a downloadable summary of requirements.
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GDPR Compliance-Statement
This document serves as a business plan for GDPR compliance, providing a summary of how an organisation is preparing for, and plans to comply with data protection Regulation.
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GDPR Legitimate Interests Assessment
Download our Legitimate Interests Assessment (LIA) template on our Resources page or visit our GDPR Support page to see how we can help with your GDPR compliance.
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Steps to GDPR
Understanding the regulation Initial training and awareness – aimed at firms which need to improve their understanding of GDPR.
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How to prepare for an FCA visit
Free guide on preparing for an FCA visit
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Marketing Guide to Compliance
We’ve provided answers to nine key areas that marketing needs to know about financial promotions and compliance.
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MLRO Report template
MLRO Report should form part of the regular reporting to senior management.
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Procedure and Policy template
Procedure and Policy template - free download.
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Treating Customers Fairly FAQs
Questions often asked about TCF and its implications for compliance teams in regulated businesses.
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UK Financial Compliance Glossary
Most frequently-used words and phrases in UK financial compliance.
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Whistleblowing template
Whistleblowing policy template - free download.
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Standard Press Release Template
Necessary aspects of a standard business press release.
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Award Press Release Template
One way to generate buzz about your firm — outside of its products or services — is to report on awards it receives.
Another way to initialize images as TimberImages, but within Twig
Business News Press Release Template
Use this template to deliver a piece of business-oriented news, such as a CEO or other executive appointment, a noteworthy new hire, a strategic partnership, or a merger and acquisition.
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Email Press Release Template
This email press release template provides all the aspects of a standard press release template, but also provides space to include relevant links or embed multimedia.
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Event Press Release Template
Use this template to announce any type of event, be it a film, fashion, restaurant, art, or sports engagement or a grand opening.
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Launch Press Release Template
This template can serve as a formal announcement for a product, magazine (or other publication), or book release or a campaign launch.
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Social Media Press Release Template
If you need to create a formal announcement about a social media update, such as a new feature or channel, download this template.
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Activity Brief Questionnaire
This questionnaire is designed to get you think about your relationship with your customers and the language used to get your message across.
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S.M.A.R.T. Goals Worksheet
This template walks you through the process of creating S.M.A.R.T. goals, which may be particularly useful when trying to achieve complex or challenging goals that require clarity and structure to ensure successful completion.
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Project Goals and Objectives Template
This S.M.A.R.T. goals template for Excel is designed for planning a project goal and one or more objectives.
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Business Goals Template
Use this business goals setting template to quickly identify top priorities, short- and long-term goals, and issues that need to be addressed.
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Influencer Campaign Checklist
Not sure how to get started with influencer marketing? Download our FREE checklist.
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KPI Template
we've developed a sample KPI template that you can use when designing your own indicators
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Weekly time management tracker-
Daily To Do List Time Management Template.
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Staff Training Plan Template
A team or department manager can use this template to document their entire staff’s progress at once.
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Monthly Training Plan Template
This template provides a useful schedule to help you plan your training over the course of a month.
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Weekly Training Plan Template
This simple training plan template is designed to track team or department progress on training activities over the course of a week.
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Daily Training Plan Template
Use this template to plan and track daily training tasks for a single team member.
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Annual Training Plan Template
This comprehensive annual training plan template provides a narrative-style plan with separate sections.
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Employee Training Plan Template
Use this Excel template to create a training plan for an individual employee.
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New Employee Training Plan Template
This template is designed as an onboarding plan you can use to ensure new hires complete all the necessary training, paperwork, and activities as they acclimate to their new role.
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Project Plan Template
Download this project plan template in Excel to list all tasks, assign team members and due dates, and note progress with the built-in Gantt chart, all the way through to project completion.
If there is something you would like to see here, let us know.