Page 30 - Phil Reddin Financial Services Ltd DRAFT V1

3.6.2 Responsibilities
Employees are responsible for meeting the training objectives by becoming actively involved during
training and providing evaluation immediately afterwards.
Managers are responsible for completing training and development needs together with the
employee. They are also responsible for planning and budgeting to meet individual learning needs.
The Manager is responsible for seeking the agreed upon training, either through internal or external
resources.

3.6.3 Continuing Professional Developments (CPD)
All employees must undertake a minimum of 15 hours (pro rata) of CPD and training appropriate to
their current role(s) within the Company, subject to the needs of the Company, operational and
budgetary considerations.

All members of staff have the responsibility to identify appropriate CPD and keep their own personal
record of all CPD activities that they have undertaken, including reflections on the CPD activities.

3.6.4 Eligibility for training
To be eligible for training, employees must;
a. Be a Company employee for the duration of the training
b. Have completed their probationary period, unless waived by a Manager
c. Not be under disciplinary action during training, unless waived by a Manager
d. Maintain job standards or minimum of average performance, unless waived by a Manager
e. Participate in a regular review during and/or after training with Manager

Inductions and Health and Safety Training are excluded from the above criteria.

3.6.5 Allowable Expenses (Training)
a. Must be supported by records and receipts
b. Course fees and/or tuition, examination fees, textbooks, Company purchased text books
become Company property after course completion
c. Travel by public transport or personal transportation based on mileage over shortest route,
parking when necessary
d. Lodging and meals where necessary and reasonable
3.6.6 Conditions
Training and development is considered an investment with an expected return to both the employee
and the Company. When an employee does not receive the required standard, the Company may
discontinue any further planned training.
The Company reserve the right to deduct the cost of approved courses in instances where an employee
chooses to leave the employ of the Company within two years of the completion date of that course.
When an employee participates in training without prior approval, approval and reimbursement is not
automatic.
All participants attending approved courses must complete and return the relevant documentation to
their manager.
3.7 MAKING A PROTECTED DISCLOSURE
The company is committed to ensuring that employees are aware of their rights and responsibilities
in relation to disclosures.

In line with legislation, all employees who make a protected disclosure of relevant information will
have legal protection from being penalised as a result of making that disclosure. In order to benefit
from this legal protection, the employee must show that they had a reasonable belief that a relevant

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