Insights

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.

For National Teacher’s Day, we look at why teaching financial education is important and how teachers can support their students.

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?

If you're considering working in banking and finance in later life, take a look at the options open to you. You may find the best part of your career is still to come.

Digital disruption and evolving customer expectations are transforming the way retail banks operate. So how are banks changing? And what can you do to ensure you still have the skills you need to progress in your career?

If you’re a trade finance professional looking to upskill, you may be interested in the Certificate in International Trade and Finance (CITF). In this article we look at what CITF covers and hear from those who’ve studied it on how it’s helped them you progress their careers.

The Financial Conduct Authority’s (FCA’s) new Consumer Duty states that advisers must “avoid causing foreseeable harm to retail customers”. But what does that mean for you as a mortgage adviser? And how will it influence the advice you offer during the current cost-of-living crisis?

Risk management is a fundamental – and fast evolving – part of a bank’s business. Rob Thompson, our Head of Banking Services, looks at the risks financial institutions manage and the career opportunities in this area of finance.

The UK Parliament’s Treasury Committee has established an inquiry into the tax reliefs available to individuals and businesses to find out where they benefit the broader economy. Gerry Brown looks at the scope of the inquiry and whether it might lead to changes in the tax system.