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26

Insights

Professional designations in the mortgage industry: which one’s for me?

Jul 12, 2021
Sue Wiggins
We recently launched Certified Mortgage Adviser (CMA) status to help our members stand out as accomplished professionals in the mortgage and equity release sectors. Many of CeMAP and CeMAP Diploma qualified brokers already hold CeMAP Professional or Advanced CeMAP Professional. So, what’s the difference between CMA and the Professional categories?
Professional designations in the mortgage industry: which one’s for me?
Key-in-door-lock

Professional designations in the mortgage industry: which one’s for me?

Jul 12, 2021
Sue Wiggins
Professional designations in the mortgage industry: which one’s for me?

Helping taxpayers get offshore tax right

Jun 15, 2021
Gerry Brown
On 23 March,‘Tax Day’, HM Revenue & Customs (HMRC) published a discussion document on non-payment of offshore tax. Gerry Brown looks at the impact of, and reasons for the tax gap. And he unpicks HMRC’s strategy to boost payments.
Helping taxpayers get offshore tax right
wooden building blocks

Helping taxpayers get offshore tax right

Jun 15, 2021
Gerry Brown
Helping taxpayers get offshore tax right

How to find CPD on financial protection

Jun 11, 2021
Sue Wiggins
If you’re a financial or mortgage adviser offering advice in financial protection, you must do at least 15 hours of relevant continued professional development (CPD) each year. But what exactly are the requirements? And where can you find the right CPD to meet them?
How to find CPD on financial protection
Street in Kariouan, Tunisia

How to find CPD on financial protection

Jun 11, 2021
Sue Wiggins
How to find CPD on financial protection

Government initiatives to support home ownership

Jun 09, 2021
Gordon Reid
As a mortgage adviser, you need to fully understand the products available to borrowers. These days, part of that is understanding the details of support schemes, such as those offered by the government. This update on government initiatives to support home ownership will help you identify those that are right for your customers.
Government initiatives to support home ownership
birds eye houses

Government initiatives to support home ownership

Jun 09, 2021
Gordon Reid
Government initiatives to support home ownership

Supporting vulnerable customers

Jun 04, 2021
Richard Cooper
Vulnerable customers are a key area of concern for the Financial Conduct Authority (FCA). So, as a financial adviser you need to ensure you and your advice firm have the skills to identify vulnerability and deal with vulnerable clients. Richard Cooper examines the FCA’s guidance and outlines how to identify the skills you need to develop in yourself and in your firm.
Supporting vulnerable customers
Old hands on a person

Supporting vulnerable customers

Jun 04, 2021
Richard Cooper
Supporting vulnerable customers

How Covid-19 has changed retirement planning

May 24, 2021
Richard Cooper
Later-life financial planning is complex, but the pandemic has forced many people to reassess their finances, raid their pension pots and bring forward or change their retirement plans. Richard Cooper looks at the additional impact of life in lockdown and how financial advisers and planners can update skills to offer clients the best advice.
How Covid-19 has changed retirement planning
retirement-planning-webinar

How Covid-19 has changed retirement planning

May 24, 2021
Richard Cooper
How Covid-19 has changed retirement planning

Jobs in finance: how paraplanning has become a profession

Apr 30, 2021
Gerry Brown
Paraplanners support financial advisers with research, report writing and planning strategies for clients. Their role has become increasingly important to advice firms and is now a well regarded and rewarding career.
Jobs in finance: how paraplanning has become a profession
Man reading business news

Jobs in finance: how paraplanning has become a profession

Apr 30, 2021
Gerry Brown
Jobs in finance: how paraplanning has become a profession

The future of green mortgages

Apr 19, 2021
Richard Northedge
Green mortgages reward borrowers with lower interest rates for buying energy-efficient homes. Richard Northedge looks at this new market – including lenders and the level of consumer demand for home loans. And he questions whether its future is sustainable in the long term.
The future of green mortgages
Trees growing on balconies

The future of green mortgages

Apr 19, 2021
Richard Northedge
The future of green mortgages

Raising standards in the tax advice market

Apr 16, 2021
Gerry Brown
The government wants to raise standards and increase transparency in the tax advice market. Gerry Brown looks at government consultations, definitions of ‘tax advice’, and approaches that might be considered.
Raising standards in the tax advice market
handshake

Raising standards in the tax advice market

Apr 16, 2021
Gerry Brown
Raising standards in the tax advice market