RISING TO THE OCCASION
SUGGESTED STEPS TO MAXIMISE YOUR CCTA MEMBERSHIP

CCTA

The start of the year was a busy time for CCTA membership, as many of our members came up for renewal during the first few months. I want to thank all of those that have renewed, and also pick up on some ideas about how you can fully utilse your membership. Setting aside a few minutes to periodically carry out the following actions will ensure you get the most from CCTA.

KEEP YOUR TEAM INFORMATION UP TO DATE
As attitudes to job tenure continue to evolve, it is becoming increasingly important to ensure that your membership is managed by an active member of your team. Ask yourself:

• Do you have access to the Member Hub on our website?
• Do you know who is receiving information from CCTA?

You can update your team information at any time from the Update your Details page within the Member Hub. This helps to ensure that key information such as important updates, publications, industry news, and CCTA event details are being sent to your current team.

Most importantly, if the Principal Contact for your membership is leaving your firm it is essential that a new Principal is put in place.

MAKE US AWARE OF YOUR LATEST PRODUCTS
The Update your Details page also lists the products you are currently offering. Please update this information when you move away from a product or begin offering a new one. Keeping this data across the membership accurate allows us to allocate our resources in a proportionate manner.

ENGAGE WITH OUR SURVEY REQUESTS
It is hard to take any action now that doesn’t result in being asked to complete a survey shortly afterward. We understand that a survey request email will never be flagged as a high priority for members. However, I would

implore you to provide us with your feedback. Our surveys are not a box-ticking exercise. The information we receive is considered when making decisions about various future plans and projects. As an example, the data gathered from the 2022 conference feedback survey has been used to adjust our 2023 conference plans accordingly.

The most recent feedback request was actioned by 7.3% of the membership. This is encouraging but pushing this percentage up will help ensure that our data is more representative of the membership as a whole.

RESPOND TO REQUESTS FOR INFORMATION
Our member communications are grouped into categories, one of which is “Response”. A CCTA Response email is used to request opinions or feedback from members. As an example, this year we asked members to provide us with any issues, concerns or questions about the implementation of Consumer Duty. The responses were then discussed directly with the FCA (without naming individual firms).

The reason for highlighting our Response emails in particular is that they feed directly into one of our key missions: advocating on behalf of our members. Our objective is to support the development of a sustainable, effective, and well-regulated market. Our work with policymakers, regulators, government, and stakeholders is guided by the feedback we receive from our members. As such, we encourage our members to engage with us at every opportunity.

JOIN US AT CCTA EVENTS
We can appreciate that not every CCTA event will be relevant to all members, but please take a moment to read our updates regarding upcoming events. You will find these at the end of the weekly CCTA Update email in addition to our event specific communications.

Our casual dinner and annual conference are taking place on Tuesday 19th and Wednesday 20th September at Radisson Blu Manchester Airport. Our flagship event is used to discuss the latest issues affecting our industry and provides a key networking opportunity for members. More information about the event will be published in the near future.

We will also continue our focus on virtual events throughout 2023. In addition to our Summits, we will also be inviting members to a range of workshops and online training. Details of these will be sent via email and placed in the Activity Feed of the Member Hub. Again, ensuring we have your team information up to date will allow us to invite the relevant people within your firm.

USE OUR LATEST AGREEMENTS & DOCUMENTS
This is not universally applicable, but definitely worth mentioning. If you are using electronic versions of our credit agreements and statutory documents, please ensure that you are updating your systems to the latest versions.

In line with Consumer Duty, all our agreements and statutory documents have been reviewed and improved in terms of layout, readability, and ease of understanding. We recommend that firms start to use these now as they will aid outcome testing in relation to Consumer Understanding. If you are not able to implement just yet, we strongly suggest using the new and improved versions (agreement codes ending in 1.0) from the post-Consumer Duty implementation date of 31st July 2023.

Many of our longstanding members already have my contact details to hand. However, if you don’t, and ever have any queries in relation to your CCTA membership, events, or publications, please contact me at phillip.harding@ccta.co.uk.