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Insights

How fintech can support sustainability

Feb 22, 2021
Ouida Taaffe
Being able to identify and fund sustainable investments will be central to reaching net zero. But problems with data consistency and frameworks make it difficult for investors to measure the true cost of climate change. So, can fintech play a role in allocating capital to ESG investment opportunities?
How fintech can support sustainability
Sustainable finance

How fintech can support sustainability

Feb 22, 2021
Ouida Taaffe
How fintech can support sustainability

Five top tips on making a later life plan

Feb 18, 2021
Nicola Barker
Later life planning means more than saving for a pension. Financial advisers need to help clients review their circumstances and options, get appropriate cover and plan for the future. Nicola Barker offers her tips on how to approach a later life plan.
Five top tips on making a later life plan
Keyboard, notebook and calendar

Five top tips on making a later life plan

Feb 18, 2021
Nicola Barker
Five top tips on making a later life plan

Five tips for studying in lockdown

Feb 15, 2021
Gordon Reid
What’s the best way to study in lockdown to help you pass your exams? Traditional learning techniques still apply, but homeworking brings with it some new considerations. So what can you do to make sure your personal learning is effective and fits in with your change in lifestyle? Here are our top five tips.
Five tips for studying in lockdown
5 tips article

Five tips for studying in lockdown

Feb 15, 2021
Gordon Reid
Five tips for studying in lockdown

Paraplanning: the top five financial reasons to get married

Feb 12, 2021
Jane Alford
Love is in the air! Cupid is busy dusting off his bow and arrow ready to pierce the unsuspecting hearts of gods and humans alike. And from a finance point of view, it makes sense to be married or in a civil partnership. So, whether you’re a paraplanner considering your clients’ tax affairs, or simply celebrating Valentine’s Day with the one you love, here are five ways that tying the knot can save you money.
Paraplanning: the top five financial reasons to get married
Red rose

Paraplanning: the top five financial reasons to get married

Feb 12, 2021
Jane Alford
Paraplanning: the top five financial reasons to get married

Jobs in finance: what does an asset finance specialist do?

Feb 08, 2021
Juno Baker
If you’re a people person with good analytical skills and an interest in banking, finance and relationship management – a career in asset finance offers job satisfaction and opportunity. And if you’re already a professional in the leasing industry, a recognised qualification will help you advance your career. This page covers all you need to know about working and progressing in asset finance, including skills and qualifications, and opportunities to progress.
Jobs in finance: what does an asset finance specialist do?
crane and construction site

Jobs in finance: what does an asset finance specialist do?

Feb 08, 2021
Juno Baker
Jobs in finance: what does an asset finance specialist do?

From singer to CeMAP qualified! How to become a mortgage adviser

Feb 05, 2021
Juno Baker
Sarah Tucker, Founder of The Mortgage Mum tells us about becoming a mortgage broker, fitting CeMAP studies around work and home, and why she believes more women should work in the advice industry.
From singer to CeMAP qualified! How to become a mortgage adviser
Sarah Tucker singing on The Voice

From singer to CeMAP qualified! How to become a mortgage adviser

Feb 05, 2021
Juno Baker
From singer to CeMAP qualified! How to become a mortgage adviser

The psychology of online banking

Feb 03, 2021
Jay Elwes
Bank staff provide a psychological safe space that helps people manage their money, make payments and avoid fraud. So how will the move to digital banking change the way people manage their personal finances?
The psychology of online banking
Mobile-banking

The psychology of online banking

Feb 03, 2021
Jay Elwes
The psychology of online banking

Build the future with NAW2021

Feb 01, 2021
Karen Taylor
Next week is National Apprenticeship Week – #NAW2021 – and, says Karen Taylor, there’s never been a better time for employers in banking and finance to take advantage of the apprenticeship levy.
Build the future with NAW2021

Build the future with NAW2021

Feb 01, 2021
Karen Taylor
Build the future with NAW2021

The economic outlook for house prices and the property market

Jan 29, 2021
Richard Northedge
Richard Northedge examines the wider economy, including interest rates and government policy, and considers the potential impact on the mortgage industry – whether the Chancellor extends the Stamp Duty holiday or not.
The economic outlook for house prices and the property market
Row of Monopoly houses

The economic outlook for house prices and the property market

Jan 29, 2021
Richard Northedge
The economic outlook for house prices and the property market