Communicating effectively with your bank

Encountering difficulties with banking services is not uncommon for charities and voluntary organisations.

This webinar will give you the confidence and practical tools to raise issues with your bank effectively, so you can focus more on delivering impact.

Explore best practice for communicating with financial services and improve your understanding of relevant legislation. Learn how to confidently escalate an issue when it is not resolved to your satisfaction.

You’ll also hear insights from a small charity that has recently addressed banking issues.

By the end of the event, you’ll be able to:

• understand the process for raising a concern with your bank and escalating to the Financial Ombudsman Service
• confidently communicate with your bank to resolve issues collaboratively
• understand relevant banking legislation and best practice for corresponding with your bank
• find further help, guidance and templates to support your organisation’s financial management and banking processes.

This webinar is suitable for all those responsible for an organisation’s finances. This includes:

• chief executives and leaders of small charities and voluntary organisations
• trustees and treasurers
• finance directors and managers.