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Stop press: The Data (Use and Access) Act 2025 (Commencement No 6 and Transitional and Saving Provisions) Regulations 2026, SI 2026/82 now activate the outstanding parts of the Data (Use and Access) Act 2025 (DUAA 2025). Measures covering subject access requests, legitimate interests, purpose limitation, automated decision-making, cross-border transfers and enforcement take effect from 5 February 2026, while those on penalty notices and complaints apply from 19 June 2026. For further detail, refer to Practice Note: Data (Use and Access) Act 2025—employment implications. This Precedent will shortly be revised to reflect these developments. [to be printed on employer letterhead] [ Name of Employee ][ Address ][ Date ] Dear [ insert employee's name ] Secondment to [ insert name of host company ] Following our recent conversations, I am writing to confirm the arrangements we have agreed for your secondment to [ insert name of host company ] (the
[ Insert name and address of client ] [ insert date ] Dear [ insert name of contact at the client ] Explaining the disclosure process and your obligations Thank you for instructing us in relation to [ insert matter name / details ]. [ This letter accompanies our retainer OR Our retainer will follow under separate cover ]. It [ has been confirmed OR is likely OR is possible ] that your dispute with [ describe other parties ] will be determined in the Business and Property Courts [ if it proceeds to formal litigation ]. This letter explains what disclosure under the Disclosure Scheme ( DS ) in the Business and Property Courts involves, and what you must know about the procedure. The DS seeks a fundamental cultural shift in the approach to disclosure in civil litigation. So, even if you have handled
This Agreement is entered into on [ insert date ] between: 1 [ insert name of manufacturer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Manufacturer); and 2 [ insert name of customer ] [ of OR a company incorporated in [ England and Wales ] under number [ insert registered number ] whose registered office is at ] [ insert address ] (Customer). Each of the Manufacturer and the Customer is a party and, together, the Manufacturer and the Customer constitute the parties... Background: (A) The Manufacturer manufactures [ insert ]... (B) The Customer Group manages the distribution and sale of [ insert ]... (C) The Manufacturer intends to manufacture and sell the Product to the
This Deed is dated on [ insert day and month ] 20[ insert year ] Parties [ Insert name of Chargor ], being a company incorporated in England and Wales, bearing registered number [ insert company number ], and whose registered office is situate at [ insert address ] (the Chargor); and [ Insert name of Lender ] of [ insert address ] (the Lender). Recitals The Lender makes facilities available to the Chargor under various financing arrangements. It is a condition of the Lender making the facilities available to the Chargor that the Chargor enter into this Deed in favour of the Lender. ...
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Before improving any process, you must first truly understand precisely how that process functions...
This Deed of dissolution is executed on [ insert date ] by the Parties named below. Parties 1 Each of the individuals whose names and addresses are listed in [ Part A of ] Schedule 1 (each a Partner and together the Partners). Background ( A) The Partners currently conduct the Business as a general partnership under the Business Name under and in accordance with the terms of the Partnership Agreement. ( B) The Partners have agreed to transfer the Continuing Assets to the Continuing Partners on the terms of the Asset Sale Agreement, and that the Continuing Partners shall be entitled, with effect from the Transfer Date, to carry on the Business under the Business Name as a going concern. ( C) The Partners wish to dissolve and wind up the Partnership [ as contemplated by clause [ number ] of the...
A: General information Review date [ Please enter date ] Trainee solicitor [ Please enter name ] Reviewing supervisor [ Please enter name ] [ Department ] [ Remove if not relevant ] Training stage [ Which point of training contract has been reached, eg seat 3 of 4 or month 15 of 24? ]......
This document offers guidance to [ partners OR members OR directors ] [ , managers ] and any other staff member involved in overseeing trainee solicitors who hold a training contract with our firm. What the SRA expects from us The SRA sets broad expectations for the supervision of work, together with specific regulatory duties concerning the training and oversight of trainee solicitors on a training contract. These obligations are supplemented by guidance on the SRA website. The SRA’s requirements are set out in: the SRA Codes of Conduct, which set out the SRA’s core expectations for supervision generally the SRA Education, Training and Assessment Provider Regulations We are committed to delivering training that: is properly and effectively supervised in line with the SRA’s requirements supports trainees and ensures they achieve the Practice Skills Standards (see below) [ provides practical...
Name of trainee [ Insert trainee’s name ] Appraising supervisor [ Insert appraising supervisor’s name ] Appraisal period From [ insert date ] to [ insert date ] Date of appraisal [ Insert date ] Aim of the meeting Offer feedback on your current performance; Plan your training so your development is actively supported; Agree objectives that help you achieve the skills required to meet the SRA Standards and Regulations and the Practice Skills Standards. What the meeting will cover Parts 1–6: Performance appraisal Parts 7 and 8: Training needs Part 9: Objectives for the next appraisal period Preparation for appraisal meeting Please review and complete sections 1–7 before the meeting and share a copy of the finished form with the appraising supervisor in advance. You may also wish to reflect on Parts 8 and 9. Expect the meeting to last [ 1–1.5 ] hours, as...
Key information Information details Firm name [ Insert details ] Role holder’s name [ Insert name ] Reporting line [ Insert details ] Type of role [ Insert, e.g. full-time/part-time/contractor ] [ If a contractor role, include length of contract ] Primary location [ Insert the main location for this role—if the post-holder is expected to spend regular time across multiple sites, e.g. in each regional office, ensure this is stated clearly ] Working pattern: remote/hybrid/office-based [ Insert type of work model ] Start date [ Insert date ] Probation length [ Insert details ] Probation review end date [ Insert date ] Role summary The core elements of the marketing/business development manager role are: Strategic marketing – carry out the necessary analyses, set objectives aligned to the business plan, and shape strategies and...
Learning and development ( L& D) plan Coverage period: [ Insert period ] 1 Responsibility Accountability for this L& D plan rests with: [ Insert the name of the individual accountable for this plan, e.g. head of L& D/head of HR/training partner/other ] 2 Business objectives What are the firm’s business objectives? [ Insert business objective(s) drawn from the business plan, e.g. to attain net profit of 30% of turnover within the year ] In what ways can L& D enable the firm to realise its business goals?......
L& D policy—staff survey Your views are extremely important to us, helping us to further improve our learning and development ( L& D) offering. Please kindly complete and return this form. Question Score Feedback How would you assess our current learning provision?......
Background information Name Position Department/unit Contact information Course completed Course date Course review Has the initially identified business need been resolved? ☐ Yes ☐ No If yes, kindly specify how this has been resolved......
1 Executive summary Insert a concise overview capturing the primary recommendations set out in this document. 2 What is the business need? Provide specifics on the performance adjustments required to meet the organisation’s needs. Describe how targeted training offers the most effective route to achieving these performance improvements. 3 What external factors are affecting the firm? Set out the external influences impacting the firm that should be addressed through L& D......
1 About you Forename Position Division / Group Contact information 2 About the course you want to attend Course name Training provider Course fee Anticipated travel / accommodation expenses Venue for the course ☐ Virtual ☐ In-person Session date Who recommended that you attend this course?......
Service level agreement between L& D and the firm The learning and development ( L& D) function undertakes to assist the firm in the following ways: acknowledging every request for training within [ insert time, eg one day ] addressing all matters raised concerning training courses and/or L& D within [ insert time, eg one day ] supplying a report on training courses and/or L& D that fall short of expected standards at [ insert when report will be made, eg at the monthly managers’ meeting ] reporting all instances of delegate non-attendance at [ insert when report will be made, eg at the monthly managers’ meeting ] committing to only allowing people......
L& D costs Costs associated with Source of cost £ In-house courses delivered by employees Trainers’ time to plan sessions Trainers’ time to deliver Trainers’ time for post-course review In-house courses delivered by external providers (face-to-face on-site or virtual) Delivery charges Preparation costs Travel and subsistence Post-course evaluation and feedback Courses held off-site Venue hire Day delegate rates (refreshments and meals included) Equipment hire (data...
Key R = Responsible — the individual who completes the work A = Accountable — the person with overall ownership of the task C = Consulted — a contributor whose input is requested I = Informed — a party kept up to date with what is occurring — = not relevant Name and job title Task order: Take initial client details; Open temporary file; Contact client for AML information; Verify AML information; Create client file on DMS; Send ‘matter declined’ letter. JRB ( Partner): A, A, R/ A, I, I, I JFD ( PA): R, R, I, I, I, I AGN ( Finance Assistant): —, —, I, R, —, R SLJ ( Finance Manager): —, —, C, A, —, A JGJ ( IT Assistant): —, —, —, —, R, I CHJ ( IT Manager): —, —, —, —, A, I KPK ( AML Partner): I, I, C, C, I, C......
ARM carried out by [ State name ] Date [ Insert date ] Venue(s) [ Insert location ] Section A: To be completed prior to conducting the ARM Staff member’s name [ Insert name ] Team/ Division [ Insert department ] Normal workplace [ Insert details ] Employee’s present absence rate [ Insert details ] Is the absence prolonged illness/irregular?......
Periodic L& D report Report compiled by [ Add name and role ] Timeframe addressed in this L& D report [ Specify the span this report covers ] L& D provided during this timeframe [ Outline every L& D activity provided in this timeframe, such as in-house learning sessions, online modules, and third-party programmes ] Review of delivered L& D [ Enter evaluation ] Participation rates [ Add attendance figures ] Barriers or matters hindering delegates attending or completing training [ Note obstacles and related issues ] Library and online resources utilised [ Where feasible, include metrics on usage ] L& D plans for the forthcoming period [ Describe which training will be offered and/or needed in the next period ] Additional remarks [ Insert comments ]......
Action Notes Review earlier RTWI/ ARM paperwork to identify: the employee’s health condition(s); treatments currently underway; medicines being taken; advice from the most recent RTWI/ ARM; arrangements for a GP medical report; arrangements for any private medical examination; commissioning of an Occupational Health report; conclusions from medical reports/examinations; the medical practitioner’s longer-term prognosis; reasonable adjustments made or proposed; how those adjustments affect the firm; any risk assessment completed; results of that risk assessment; how outcomes have been applied to the employee’s role. Examine absence data and confirm: the employee’s present absence rate; comparison with the firm’s target absence rate; the expected change in absence going forward (considering the practitioner’s prognosis). Consult firm records regarding: the effect of the employee’s absence on their work and the firm; the firm’s...
Course/presentation title [ Add details ] Course/presentation provider [ Add details ] Date of session [ Add date ] Online or in-person ☐ Online ☐ In-person at [ state venue ] Presenter/trainer [ Add details ] Length of session [ Add details ] Maximum number of delegates [ Add details ] Facilities required [ Add details ] Course materials required [ Add details ] Visual aids required [ Add details ] Who is this session aimed at? [ Add details ] What will be covered in this session? [ Add details ] Is this part of a series of courses? ☐ Yes—[ add details ] ☐ No Do delegates need to complete other sessions before this one? ☐ Yes—[ add details ] ☐ No What learning objectives will be met by the end of this session? [ Add details ] Any other comments? [ Add details ]......
1 Experience Request a roster of organisations they have already run training sessions for. Be cautious of the phrase ‘we are involved with projects with…’, as it could indicate they are only at the discussion phase. Ask to review attendee feedback from earlier courses delivered. Request a couple of contact names from former clients so you can obtain a reference. Enquire how they will choose the most suitable trainer(s) for your assignment. 2 The trainer/training company Who will be delivering the training? Where feasible, try to meet the actual trainer to judge suitability/fit for the audience. [ Insert response ] What credentials and experience does the trainer possess? [ Insert response ] For how long has the trainer been with the training company? ......
A: General information Date of review [ Provide the date the review took place ] Person(s) conducting review [ Identify the person(s) who carried out the review ] B: Review and findings Have the fire risk assessment, fire safety arrangements, and the evacuation plan been examined? Yes/ No If yes, outline any changes required and ensure an action point is recorded in section C below If no, please create an action in section C to review the risk assessment and/or the plan Has this review highlighted any remedial or other action needed to manage or minimise any risks? ......
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When evaluating a general damages claim, the practitioner ought initially to refer to the Judicial College Guidelines (JCG)...
This Practice Note This Practice Note reviews mechanisms used in settling litigation. A Tomlin order consists of a consent order paired with a schedule. It operates to stay proceedings on terms that have been agreed. The provisions contained in the schedule may remain confidential. This Practice Note describes the scope of confidentiality attaching to the schedule and sets out how it differs from a standard consent order. Sample wording for a Tomlin order is included, alongside links to precedents, as well as guidance on court approval. It also addresses varying, setting aside and enforcing a Tomlin order, including the considerations the court will take into account when handling applications for each. Further guidance is provided on interpreting and applying the relevant provisions of the CPR; however, some courts and divisions impose very specific requirements for both drafting and approval, and for approaching the schedule and confidentiality issues. Accordingly, you must consider the particular rules and court guide provisions in the forum where your claim is proceeding when drawing up the Tomlin order...
Date [ date ] Parties [ name of Landlord ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Landlord) [ name of Tenant ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Tenant) [ [ name of Guarantor ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Guarantor) ] [ [ name of Mortgagee ] [ of OR incorporated in England and Wales (company registration number [ number ]) with its registered office at ] [ address ] (Mortgagee) ] Definitions Within this Deed, the terms below shall be interpreted as follows: [ Annual Rent • the annual sum reserved under the Lease; ] [ Insurance Rent • the Tenant’s share of the Landlord’s costs of insuring the Property (as set out in the Lease); ] Lease • the lease of the Property dated [ date ], entered into between (1) [ the Landlord OR [ name ...
I, [ name ], of [ address ], solemnly and sincerely state that: [ Matters to be verified, set out in numbered paragraphs ] I make this solemn statement in good conscience, believing it to be true, and pursuant to the provisions of the Statutory Declarations Act 1835. DECLARED at [ details ] this [ day ] day of [ month and year ] Before me ................................................................................ [ signature of the person before whom the declaration is made ] A [ commissioner for oaths OR [ solicitor OR [ insert other qualification ] ] authorised to administer oaths ]...
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