Acting in a business advisory role as a management consultant to the Social Care Industry.

Working as a market researcher as a member of, or adopting the core principals of, the Code of Conduct of the MRS. Cover is conditional upon and strictly subject to all activity being research only.

Provide general marketing advice including where and when to place advertising and promotions, type of messages to attract desired target market and brand image (logo) and the management of implementation including copywriting, briefing designers and printers and project managing the process to deliver ads, mail shots, brochures, leaflets, press releases etc.

Conditions:

• Cover is provided strictly on the condition that the practitioner does NOT undertake ANY direct marketing work and this would include the following:
  
  • Telemarketing: The act of selling, soliciting or promoting a product or service over the telephone
  • Database management and list broking: The creation of a database to the clients' specification or updating of existing data, eliminating mailing wastage that results from out of date contact information. Information fields can also be added to enable capture and reporting of information specific to the clients' requirements, thus allowing in depth analysis of the client database, and highly selective customer mailing lists.
  • Mail shots are mailings to potential customers to create new business or to existing clients to promote a product. These can involve huge numbers of mailings at any one time. Text messaging and the Internet are now also used in addition to the traditional postage method.

Membership Association Services refers to the range of support and benefits provided by membership bodies to their members. These services can include professional development, networking opportunities, advocacy, access to resources, and setting industry standards. They are designed to support the interests and needs of members within a specific profession or interest group.

Conditions:

• Excludes financial, legal and investment advice

Acting as a distributor for a multi level marketing company. Including sales visits in potential customers homes.

Organising, facilitating and leading networking meetings for professionals.

Providing the following services (but NOT as an employee) to small companies. The administrative and clerical tasks involved with managing a clerical team, design and manage internal management processes, interview, recommend and train new clerical employees (but NOT make final employment decisions), process paperwork, record accounts, design and support IT, deal with the clerical aspects of complaints (but not the actual complaint determination) respond to enquiries and support the management when they are unavailable.

Party planning/consultancy and organizing includes planning and organizing parties as well as other promotional activities, helping to set up and arrange dcor and equipment, setting up themes and/or style of the venue. Includes choosing locations, hiring caterers (excluding the provision of catering services), coordinating with other vendors such as entertainment and florists, and providing entertaining activities as part of the party. This would typically include but is not limited to birthday parties, wedding corners for children, christenings, sleepover Teepees, balloon garlands, anniversaries, pamper parties etc.

Conditions:

• Excluding weddings, pony parties and cover for financial loss due to party cancellation. Limited to gatherings not exceeding 50 people. Children must be supervised by an adult at all times.

A Patient Safety Partner (PSP) relates to the role of supporting or contributing to a healthcare organization's governance and management processes to enhance patient safety. PSPs play an active role in safety and quality committees, review safety data, participate in patient safety improvement projects, collaborate with boards on safety strategies, support staff training, and take part in investigation oversight groups. Their involvement ensures that patient perspectives are integrated into healthcare safety initiatives.

Engaging in speaking live in front of an audience, or on video, for the purpose of motivation and inspiration.

Encouraging the personal development of the individuals making up the audience. Speaking topics based around the business practices covered by this policy.

Conditions:

• Excludes financial, legal and investment advice
• Providing the speaker is delivering the speech at a 3rd party organised talks/events and is not organising the events themselves and the event organiser has the appropriate PL in place for the event itself.

Acting as a Consultant for Rapid Results in the field of business development, assisting business to develop across all areas of activity especially sales and profits.

Conditions:

• This cover is subject to and specific to Consultants acknowledged by Rapid Results as acting under their franchise or licence.

Working with organisations to help, advise and conduct/assist with their recruitment and selection processes. Including: creating a job description and person specification for the role(s); attracting candidates by drafting advertising copy for use in a range of media, as well as by networking, headhunting and through referrals; receiving and reviewing applications, including background checks; designing interview questions and assessment criteria; organising, managing and conducting the interview process; creating, managing and delivering assessment tests; assessing potential suitability for the role based on agreed criteria; creating a shortlist of candidates.

Consultation, advice and training on the management of inappropriate behaviour in relationships in particular where relationships have, or are about to, break down. Such consultation, advice and training may be appropriate for, but is not limited to, parents and their teenage children, the staff of educational establishments and students or pupils in their charge, and romantic/couple relationships etc. The outcomes sought are a change in behavioural patterns and this often involve a change of thinking on the part of both parties.

To provide advice on housing, schools and settling in for people moving to the UK from abroad, or who are moving around within the UK.

To prepare and or audit a report(s) as disclosed to and agreed in writing by the underwriters agents.

Conditions:

• Subject to: The report-writing role ends at the report-writing audit stage and the writer is not responsible for ensuring that the plan is carried out in the correct manner.
  
  Please note that all cases for this class of cover are considered on an individual basis, so acceptance of cover for this class of business area is NOT automatic.

Working as a market researcher as a member of, or adopting the core principals of, the Code of Conduct of the MRS. The research may involve carrying out research with focus groups or individual interviews or questionnaires; usually this would be staff members or service users of organisations. The organisations would provide topic areas / questions they would like asked. The researcher will collect the data, write it up and feedback verbally or in writing to managers. Recommendations based on the research findings may be made, but this is not a professional advisory role.

Conditions:

• Cover is conditional upon, and strictly subject to, all activity being research only and no work being undertaken in medical or engineering industries.

A Rewilding and Nature Conservation Consultancy provides guidance and practical help to organizations, landowners, and policymakers on protecting, restoring, and sustaining natural ecosystems and biodiversity, reintroducing native species and natural management strategies. Includes practical habitat restoration/management sessions, (pruning, litter picking, digging etc), wildlife walks, nature education for adults and children and wildlife surveys. May include supervision of conservation volunteers, and animal reintroduction and monitoring (e.g. of livestock) under client supervision and license arrangements.

Reporting on achievement and standards of teaching, behaviour and leadership and management on behalf of Ofsted.

Secret shopping can be defined as the use of individuals trained to experience and measure any customer service process, by acting as potential customers and in some way reporting back their experiences in a detailed and objective way. Secret shoppers provide customer service feedback to businesses as undercover shoppers. They visit eateries, shops and other businesses, posing as regular customers while observing the location's cleanliness, staff courtesy and other issues that concern the priorities of the business. The secret shopper provides the feedback in the form of a report to the Secret Shopping company and at that point the secret shoppers responsibility ends.

Secretarial work involving: data work - inputting and managing/producing data: Book-keeping - some basic book-keeping but not full time: Telephone - answering/making telephone calls as required: Diary management - arranging meetings: Travel arrangements - making travel/hotel bookings.

A support broker helps an individual in receipt of a budget from the local authority to make a plan of how to best use their budget in accordance with the outcomes agreed with the local authority social work services. That plan is reviewed and when it is fully agreed by social services, the broker helps the individual to put the agreed arrangements and services in place. Working in the Social Care Sector, assisting clients in putting support arrangements in place. Not involved with, or responsible for, anyones finances.

Assisting leaders, managers and HR professionals to more accurately identify their talented people so that they can develop them. Typically to identify talent you would be looking at their performance record and their future potential so there is a large element of performance but that is not the whole. Talent Management is an area of HR activity in the way as Performance Management. it is a more sophisticated version of performance management based on future needs.

Team building activities involves a group of participants working together to solve a practical problem or carry out a physical movement/achievement through specific use and order of the participants and equipment available. Encourages group thinking and trust of one another. Please note the following exercises are specifically excluded from cover: Wood Breaking, Concrete Block Breaking, Glasswalking, Firewalking, Needle through the Hand, Bar Bending.

Therapist Supervision is a structured process where a less experienced therapist receives mentorship and oversight from a more experienced clinician or supervisor. This professional relationship aims to enhance the supervisee's clinical competencies, ensure adherence to ethical standards, and promote the delivery of high-quality client care. The supervision process typically involves case discussions, exploration of therapeutic techniques, and ongoing professional development. It also provides a reflective space for the supervisee to receive constructive feedback, address any challenges, and manage the emotional demands associated with therapeutic practice. It may be used for different therapies insured by Westminster Insurance Ltd.

Conditions:

• The specific therapy being supervised must be listed.

The cells body is made up of 12 tissue salts. Tissue salts are nutrition for the cells. If a person is deficient at a cellular level they will become ill. Tissue salts are taken in order to replace the missing micro minerals. We used to get this from our food but now the soil our food is grown in is deficient and the levels of the micro nutrients have vastly reduced.

Responsibilities include planning activities and travel itineraries, entrance to attractions/events, and familiarizing customers with the locality by vehicle or foot, ensuring that the group remains safe at all times.

Conditions:

• Appropriate risk assessments to be carried out prior to completion of itinerary.

- To teach people in any / all areas of accounting and finance - The training could be for anyone who wants to learn, regardless of whether they have prior knowledge in these areas or not. Training can be for any level from complete beginners upwards.

Financial analysis understanding profit & loss accounts, balance sheets, cash flow statements, and all other financial & accounting data Economic data All management accounting /information data, such as performance measurement for trading / investing, trade stats & tracking, business measurement, etc Political events Any other environmental, current & world issues

To teach people one of the theoretical areas of the financial markets. Technical analysis relates to studying charts & related data to understand the price of financial instruments. This can be applied to all asset classes including FX, stocks, indices, commodities & bonds. Can also cover alternative investments, land, property, other investments. The training could be for those who want to trade & invest in the financial markets, for those who require the skills for a job in the financial services industry, or for general interest purposes

A legal professional who specializes in three main areas: Wills (drafting and interpreting wills to ensure proper distribution of assets), Probate (assisting with the probate process, estate administration, and handling inheritance tax) and Powers of Attorney (advising on and preparing Lasting Powers of Attorney (LPA)).

A systematic process used to identify and evaluate the needs or gaps between the current and desired state within a workplace. This assessment helps determine areas for improvement, prioritize actions, and allocate resources effectively to enhance overall efficiency and achieve organizational goals. It involves analysing existing processes, gathering data, and consulting with employees to understand their needs and challenges.

Conditions:

• Excludes financial, legal and investment advice