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26

Insights

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

How to become chartered in banking through the Professional Experiential Route

Jun 07, 2021
Mutahara Gofur
If you want to advance your career banking, chartered status can help. And now, if you have over ten years’ experience, you can use the knowledge and skills you’ve developed through your career towards getting chartered status.
How to become chartered in banking through the Professional Experiential Route
Umbrellas floating in the sky

How to become chartered in banking through the Professional Experiential Route

Jun 07, 2021
Mutahara Gofur
How to become chartered in banking through the Professional Experiential Route

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

CPD and recertification for trade finance professionals

Jun 01, 2021
Juno Baker
Trade finance professionals must carry out continued professional development (CPD) to meet recertification requirements. But what counts as a CPD activity and how can you log your hours? And how can you capitalise on your CPD to become an ‘Advocate’, or work towards the Diploma for Qualified Trade Finance Specialists or chartered status?
CPD and recertification for trade finance professionals
Aeroplane flying above clouds

CPD and recertification for trade finance professionals

Jun 01, 2021
Juno Baker
CPD and recertification for trade finance professionals

Career story: studying for a degree while working

May 27, 2021
Mutahara Gofur
Daniel Heger is an Internal Auditor at Barclays. He’s worked in construction, in warehouses and as a lorry driver and became a full-time mature student while working and starting a family. He tells us about fitting his studies around his life and what he loves about working in banking and finance.
Career story: studying for a degree while working
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Career story: studying for a degree while working

May 27, 2021
Mutahara Gofur
Career story: studying for a degree while working

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

Why bankers should study ethics and professional conduct

May 20, 2021
Rob Thompson
To advance your banking and finance career, you need a strong understanding of professional conduct and ethics. Adopting standards and good banking practice is an essential part of mitigating operational risk – especially in the fallout from the Covid-19 pandemic. Rob Thompson looks at some of the key areas that bankers need to consider.
Why bankers should study ethics and professional conduct
Light bulbs hanging with one in front

Why bankers should study ethics and professional conduct

May 20, 2021
Rob Thompson
Why bankers should study ethics and professional conduct