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26

Insights

Talk Money Week: five tips on how to ask for a pay rise

Nov 09, 2020
Eleanor James
Talk Money Week is an initiative from the Money and Pension Service (MaPS) to get us talking about finances. But a salary or fee can be especially difficult to discuss with employers or clients. Eleanor James offers five tips to help you negotiate your pay.
Talk Money Week: five tips on how to ask for a pay rise
Women-stacking-coins-in-piles

Talk Money Week: five tips on how to ask for a pay rise

Nov 09, 2020
Eleanor James
Talk Money Week: five tips on how to ask for a pay rise

Why SMEs need better access to trade finance

Nov 06, 2020
Ouida Taaffe
As global supply chains shift, banks start to go green, and China’s Ant Financial launches a digital trade finance platform, what is the trade finance outlook for small to medium businesses?
Why SMEs need better access to trade finance
Neon sign saying open

Why SMEs need better access to trade finance

Nov 06, 2020
Ouida Taaffe
Why SMEs need better access to trade finance

Paraplanning: how the starting rate for savings can help reduce your clients’ tax bills

Nov 04, 2020
Jane Alford
The 0% starting rate of tax is a special rate of income tax on savings which benefits low-income savers, such as part-time workers or those who have retired. As a paraplanner, you should know how one of your clients – or their partner – may be able to benefit from this special rate. Jane Alford explains how.
Paraplanning: how the starting rate for savings can help reduce your clients’ tax bills
Calculator, stationery and orange

Paraplanning: how the starting rate for savings can help reduce your clients’ tax bills

Nov 04, 2020
Jane Alford
Paraplanning: how the starting rate for savings can help reduce your clients’ tax bills

Industry interview: how technology is helping trade finance go green

Nov 02, 2020
Ouida Taaffe
The European Bank for Reconstruction and Development (EBRD) is at the intersection of technology and sustainable finance. Ouida Taaffe talks to the ERBD’s Maria Mogilnaya about how Covid-19 has made people – including banks – think more long term, accelerating the move towards greener trade finance.
Industry interview: how technology is helping trade finance go green
Ship in sunset

Industry interview: how technology is helping trade finance go green

Nov 02, 2020
Ouida Taaffe
Industry interview: how technology is helping trade finance go green

How trade finance qualifications can help you advance your career

Oct 30, 2020
Eleanor James
Echithran Fernando, Senior Manager, Trade Finance Product at Scotia Bank has completed five out of six LIBF trade finance qualifications. He tells us how he's used that learning to move into different trade finance jobs, travel and level up his career.
How trade finance qualifications can help you advance your career
Aeroplane flying above clouds

How trade finance qualifications can help you advance your career

Oct 30, 2020
Eleanor James
How trade finance qualifications can help you advance your career

Thought leadership: Bank branch closures, fintech and financial inclusion

Oct 28, 2020
Helene Panzarino
Helene Panzarino examines how the closure of bank branches and the move to online banking is affecting rural communities and people without access to digital. She reflects on changing customer relationships and looks at a possible fintech-led solution to ensure financial inclusion.
Thought leadership: Bank branch closures, fintech and financial inclusion
black headset on yellow

Thought leadership: Bank branch closures, fintech and financial inclusion

Oct 28, 2020
Helene Panzarino
Thought leadership: Bank branch closures, fintech and financial inclusion

Thought leadership: Can banks stop crime and keep data private?

Oct 26, 2020
Ouida Taaffe
How can banks collaborate to stop crime without compromising security? Ellison Anne Williams, the Founder and CEO of Enveil, talks about using homomorphic encryption to help banks beat money-laundering.
Thought leadership: Can banks stop crime and keep data private?

Thought leadership: Can banks stop crime and keep data private?

Oct 26, 2020
Ouida Taaffe
Thought leadership: Can banks stop crime and keep data private?

Paraplanning: what the Staveley case means for inheritance tax and pensions

Oct 23, 2020
Gerry Brown
In August 2020, the Supreme Court gave judgment on the Staveley case – its first case involving the inheritance tax (IHT) treatment of pension transfers. Gerry Brown is a consultant with QB Partners and a contributor to our Diploma in Paraplanning. He looks at the Staveley case and sets out what paraplanners need to learn from it.
Paraplanning: what the Staveley case means for inheritance tax and pensions
Judge

Paraplanning: what the Staveley case means for inheritance tax and pensions

Oct 23, 2020
Gerry Brown
Paraplanning: what the Staveley case means for inheritance tax and pensions

Jobs in finance: what does a mortgage adviser do?

Oct 22, 2020
Juno Baker
Jobs in finance: what does a mortgage adviser do?
Row of Monopoly houses

Jobs in finance: what does a mortgage adviser do?

Oct 22, 2020
Juno Baker
Jobs in finance: what does a mortgage adviser do?