Underwrite complex new life, pensions and investment business quotations

URN: FSPLPI09
Business Sectors (Suites): Life, Pensions and Investments
Developed by: Financial Skills Partnership
Approved on: 2022

Overview


Performance criteria

You must be able to:


Knowledge and Understanding

You need to know and understand:


Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number


Indicative Review Date

2022

Validity

Current

Status

Original

Originating Organisation


Original URN


Relevant Occupations

Finance

SOC Code

3532

Keywords

Life office; underwriting; new business; contract; documentation; financial products; financial services; contract amendments; risk; customer service