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26

Insights

Why green mortgages are about more than sustainability

Oct 17, 2022
Lee Coates
With the new Consumer Duty coming into play, green mortgages have become about meeting basic client needs. So how should you, as a mortgage adviser, approach client conversations to avoid costly mistakes?
Why green mortgages are about more than sustainability

Why green mortgages are about more than sustainability

Oct 17, 2022
Lee Coates
Why green mortgages are about more than sustainability

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Have you recently graduated or just left school? Perhaps you’re thinking about what to study at university? Whatever stage you’re at, if you like a challenge, working in a team and solving problems, a career in finance could be for you.
Jobs in finance: why work in banking and finance?

Jobs in finance: why work in banking and finance?

Oct 13, 2022
Juno Baker
Jobs in finance: why work in banking and finance?

Advising mortgage customers on insurance

Oct 10, 2022
Gordon Reid
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.
Advising mortgage customers on insurance

Advising mortgage customers on insurance

Oct 10, 2022
Gordon Reid
Advising mortgage customers on insurance

National Teacher’s Day: why teaching financial education is important

Oct 05, 2022
Mutahara Gofur
For National Teacher’s Day, we look at why teaching financial education is important and how teachers can support their students.
National Teacher’s Day: why teaching financial education is important

National Teacher’s Day: why teaching financial education is important

Oct 05, 2022
Mutahara Gofur
National Teacher’s Day: why teaching financial education is important

Jobs in finance: financial planning in retirement

Oct 03, 2022
Richard Cooper
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?
Jobs in finance: financial planning in retirement

Jobs in finance: financial planning in retirement

Oct 03, 2022
Richard Cooper
Jobs in finance: financial planning in retirement

Extended working in banking and finance

Sep 30, 2022
Carly Stone
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.
Extended working in banking and finance

Extended working in banking and finance

Sep 30, 2022
Carly Stone
Extended working in banking and finance

Why retail bankers need skills in fintech

Sep 27, 2022
Rob Thompson
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?
Why retail bankers need skills in fintech

Why retail bankers need skills in fintech

Sep 27, 2022
Rob Thompson
Why retail bankers need skills in fintech

How to get CITF certified

Sep 23, 2022
Mutahara Gofur
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.
How to get CITF certified

How to get CITF certified

Sep 23, 2022
Mutahara Gofur
How to get CITF certified

The new Consumer Duty and mortgage advisers

Sep 20, 2022
Gordon Reid
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?
The new Consumer Duty and mortgage advisers

The new Consumer Duty and mortgage advisers

Sep 20, 2022
Gordon Reid
The new Consumer Duty and mortgage advisers