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26

Insights

How to become a better protection adviser

Dec 06, 2021
John Somerville
Whether you’re a paraplanner, or a financial or mortgage adviser – if you work in regulated advice, you need to start by asking the right questions. John Somerville outlines how to approach getting clients the best protection they need.
How to become a better protection adviser

How to become a better protection adviser

Dec 06, 2021
John Somerville
How to become a better protection adviser

Pensions, investments and climate change

Oct 29, 2021
Richard Cooper
As well as Halloween, Sunday is the first day of the 2021 United Nations Climate Change Conference, also known as COP26. With this focus on sustainability, Richard Cooper argues there's never been a better time to talk to clients about 'environmental, social and corporate governance' (ESG) in pensions and investments.
Pensions, investments and climate change

Pensions, investments and climate change

Oct 29, 2021
Richard Cooper
Pensions, investments and climate change

NHS and social care funding: updates and guidance for financial advisers

Sep 13, 2021
Richard Cooper
The government is changing how the NHS and social care is funded. Rich Cooper looks at what the new proposals mean for financial advisers and their clients, and the impact on retirement advice – including for future care.
NHS and social care funding: updates and guidance for financial advisers

NHS and social care funding: updates and guidance for financial advisers

Sep 13, 2021
Richard Cooper
NHS and social care funding: updates and guidance for financial advisers

Career story: studying to be a financial and mortgage adviser

Aug 26, 2021
Juno Baker
Louis Goacher, talks about studying professional qualifications on active military duty and why he did both CeMAP and DipFA.
Career story: studying to be a financial and mortgage adviser

Career story: studying to be a financial and mortgage adviser

Aug 26, 2021
Juno Baker
Career story: studying to be a financial and mortgage adviser

The Trust Registration Service: updates and guidance for paraplanners

Aug 23, 2021
Gerry Brown
HMRC is extending the Trust Registration Service (TRS) to enable non-tax paying trusts to register in compliance with the Money Laundering Regulations. Gerry Brown reviews the deadlines, the TRS Manual and looks at common trust arrangements and third-party access requests.
The Trust Registration Service: updates and guidance for paraplanners

The Trust Registration Service: updates and guidance for paraplanners

Aug 23, 2021
Gerry Brown
The Trust Registration Service: updates and guidance for paraplanners

Career story: studying to become a financial adviser

Aug 19, 2021
Sam Barr-Worsfold
Sam Barr-Worsfold has worked in banking and finance for seven years. In 2016 he decided to qualify as a financial adviser. He tells us why, about studying DipFA and why working in financial advice is so rewarding.
Career story: studying to become a financial adviser

Career story: studying to become a financial adviser

Aug 19, 2021
Sam Barr-Worsfold
Career story: studying to become a financial adviser

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 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?

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?

Career story: studying for CeMAP and CertPro during lockdown

Jun 24, 2021
Mutahara Gofur
Lijo George moved to the UK in 2019 and joined Owl Financial as a protection adviser. He’s been working as a financial consultant in Dubai, advising his clients on offshore savings, investments and whole of life unit linked insurance plans. He tells us about completing our qualifications, studying during the Covid-19 pandemic, and what’s important in regulated advice and financial services.
Career story: studying for CeMAP and CertPro during lockdown

Career story: studying for CeMAP and CertPro during lockdown

Jun 24, 2021
Mutahara Gofur
Career story: studying for CeMAP and CertPro during lockdown

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

Helping taxpayers get offshore tax right

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