A plain-English staff guide to spotting and stopping scams – from fake invoices and bank detail fraud to deepfake calls and QR code phishing – with a 10-question quiz.
IT & cyber security
Phishing and Social Engineering Awareness Guide
About this document
A staff awareness guide explaining how criminals trick people into giving away money, passwords and data, how to spot the signs, and exactly what to do. It includes a mandatory bank detail change procedure and verification form, reporting routes, a 10-question quiz with answers, and a training record.
The document is laid out in the sections below. Each one comes with a plain-English guidance note explaining what it does and what to change.
Our templates are professionally structured starting points for UK businesses, not legal advice. For anything complex, unusual or high-value, have your final version checked by a solicitor.
Included in the pack
IT & cyber security
for every document in this category
Editable Microsoft Word files
Guidance notes in every document
Written for UK businesses
Download and keep
Need more than one category?
Documents All-Access gives you every category for 12 months for £295.
Compare options →Need it tailored?
We can adapt any template to your business, or write a document from scratch.
Talk to us →
