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26

Insights

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Have you recently graduated or just left school? Perhaps you’re thinking about what to study at university? Whatever stage you’re at, if you like a challenge, working in a team and solving problems, a career in finance could be for you.
Jobs in finance: why work in banking and finance?

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Jobs in finance: why work in banking and finance?

Advising mortgage customers on insurance

Oct 10, 2022
Gordon Reid
Given the cost-of-living crisis, it’s no wonder people are looking at how to cut their outgoings. But as a mortgage or financial adviser, you need to help your customers make the right decisions. Gordon Reid looks at how you can help customers stick with policies they may not think they need, but definitely do.
Advising mortgage customers on insurance

Advising mortgage customers on insurance

Oct 10, 2022
Gordon Reid
Advising mortgage customers on insurance

Jobs in finance: financial planning in retirement

Oct 03, 2022
Richard Cooper
For many people – including those who are retired are about to retire – personal finance is in flux. But are people getting the guidance they need when planning their finances? And how do you, as a financial adviser, know you’re giving the right advice?
Jobs in finance: financial planning in retirement

Jobs in finance: financial planning in retirement

Oct 03, 2022
Richard Cooper
Jobs in finance: financial planning in retirement

How to prepare for the FCA’s new Consumer Duty

Aug 30, 2022
John Somerville
The Financial Conduct Authority’s (FCA’s) new rules are likely to be the biggest shake up of financial services since the Retail Distribution Review and the Mortgage Market Review. John Somerville, our Head of Financial Services, sets out what this means for mortgage and financial advice firms – and how to prepare yourself for a more consumer-led world.
How to prepare for the FCA’s new Consumer Duty

How to prepare for the FCA’s new Consumer Duty

Aug 30, 2022
John Somerville
How to prepare for the FCA’s new Consumer Duty

How a digital badge highlights professionalism

Aug 25, 2022
Mutahara Gofur
In an increasingly fast-paced digital world, banking and finance professionals are discovering they need something to help them stand out from the crowd – particularly in their marketing and digital communications. A digital badge can help you do just that – whether you’re promoting your business or planning the next step in your career.
How a digital badge highlights professionalism

How a digital badge highlights professionalism

Aug 25, 2022
Mutahara Gofur
How a digital badge highlights professionalism

Why take an advanced mortgage qualification

Aug 15, 2022
Gordon Reid
You may be an experienced mortgage adviser, but – with inflation and the cost of living continuing to rise – today’s mortgage market presents new challenges. Gordon Reid looks at the issues, how they impact advisers and how you can prepare yourself for what’s ahead.
Why take an advanced mortgage qualification

Why take an advanced mortgage qualification

Aug 15, 2022
Gordon Reid
Why take an advanced mortgage qualification

How to support vulnerable customers in banking and finance

Aug 08, 2022
Paul Stallard
If your in customer services, how can you support customers who find themselves in financial distress? Interest rate rises, out of control inflation, supply chain disruption and an all-round increase in the cost of living are creating financial hardship – particularly among borrowers.
How to support vulnerable customers in banking and finance

How to support vulnerable customers in banking and finance

Aug 08, 2022
Paul Stallard
How to support vulnerable customers in banking and finance

Career story: studying retirement planning as a financial adviser

Jul 18, 2022
Juno Baker
Judson Henry is a Financial Planning Manager at Nationwide Building Society. He’d already done his Level 6 qualifications with LIBF and was chartered. But when the opportunity to study Financial Planning in Retirement (FPIR) presented itself, he embarked on the course. He tells us about working as a financial adviser, changes in retirement planning and the advantages of being chartered.
Career story: studying retirement planning as a financial adviser

Career story: studying retirement planning as a financial adviser

Jul 18, 2022
Juno Baker
Career story: studying retirement planning as a financial adviser

Seven tips on how to approach CPD

Jul 11, 2022
Sue Wiggins
If you’re a practising financial adviser – or involved with insurance distribution or delivering pension transfer advice – you must do CPD. As a paraplanner or mortgage adviser, you should also keep up with what’s happening in the industry. Sue Wiggins, our CPD Manager, shares her tips for where to find and how to approach CPD.
Seven tips on how to approach CPD

Seven tips on how to approach CPD

Jul 11, 2022
Sue Wiggins
Seven tips on how to approach CPD