Bereavement training for financial services and customer-facing teams who need to handle death notifications, terminal illness disclosures and end-of-life conversations with care.
Half-day
In-person or virtual
Max. 16 delegates
£1,600 + VAT
When someone contacts an organisation after a death or terminal diagnosis, they may be grieving, overwhelmed or trying to deal with urgent practical tasks. The service response can either ease that pressure or add to it.
This course helps staff handle bereavement, grief and terminal illness conversations with calm, respectful language. It covers what to say, what not to say, how to adapt processes and how to signpost customers to support.
For financial services, deceased account and bereavement journeys are closely linked to Consumer Duty, vulnerability and customer support expectations. The training helps teams reduce avoidable distress, improve consistency and respond in a way that feels human as well as compliant.
Tell us how we can help. Ask a question, request a quote, or speak to us about tailoring this course for your organisation.
We can respond by email or arrange a call back, whichever works best for you.
A full day of insight, discussion, networking and practical sessions for customer-facing, compliance & operational teams.
