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Seb Anthony

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record keeping -yuk!


Hi all

Our training department until recently had been made up of subject guru's and not as an actual team. We have now been all gathered together and are starting to function as a coporate entity, but we have records of previous and current training all over the place.

Is there a standard guidline or regulation for how long we have to keep records and what type? our business is financial and we train the processing guys.

many thanks
Lisa Jones

2 Responses

  1. Records = Important!
    If you’re in financial services, are you regulated? If yes, you’ll need to be keeping some good records to show training and competence of staff.

    I suggest having a look at the FSA’s website – there is a lot of information about training and competence requirements.

    Then you’ll probably need to set up a project to consolidate all the training records. If you can use a computer based record system, it is much better, but anything held in paper format will also need to be accurate!

    Good luck!!

  2. Health & Safety record keeping precaution.
    Health & Safety training and assessment records ought to be kept for as long as proof may be required in the event of a claim. Essentially, that’s open-ended. Consistency, convenient storage and ease of retrieval are some of the benefits of computer-based systems.


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