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Insights

What is a digital badge and how can I get one?

Oct 07, 2020
Ouida Taaffe
A digital badge is more than an online indicator of accreditation. It’s a scam-proof guarantee of your professional standing that gives customers the information and reassurance they need.
What is a digital badge and how can I get one?
Gold stars

What is a digital badge and how can I get one?

Oct 07, 2020
Ouida Taaffe
What is a digital badge and how can I get one?

National Skills Day: top five skills for managing money and your finance career

Oct 07, 2020
Renika Klair
Learning core skills to manage your personal finances will help you develop the knowledge you need to work in a banking or financial services role. We share five key transferrable skills that will help you in life as well as to get your dream job.
National Skills Day: top five skills for managing money and your finance career
Rubiks cub

National Skills Day: top five skills for managing money and your finance career

Oct 07, 2020
Renika Klair
National Skills Day: top five skills for managing money and your finance career

Jobs in finance: how to stay ahead in retail banking

Oct 05, 2020
Rob Thompson
Digital disruption and changing customer expectations are transforming the way banks operate. So, what do you need to learn if you're already working in a retail bank or looking for a customer-facing job in financial services?
Jobs in finance: how to stay ahead in retail banking
lone man in neon tunnel

Jobs in finance: how to stay ahead in retail banking

Oct 05, 2020
Rob Thompson
Jobs in finance: how to stay ahead in retail banking

Jobs in finance: how to become a financial adviser

Oct 01, 2020
Juno Baker
Are you interested in the world of investments and personal finance? Do you enjoy working with people? Find out more about a career in financial advice.
Jobs in finance: how to become a financial adviser
Calculator and notebooks

Jobs in finance: how to become a financial adviser

Oct 01, 2020
Juno Baker
Jobs in finance: how to become a financial adviser

Top five insurance myths – debunked!

Sep 29, 2020
Juno Baker
Protection products are complex and policies can be technical. We look at the top five insurance myths you might hear from clients and how you can debunk them.
Top five insurance myths – debunked!
Dragon burning a building

Top five insurance myths – debunked!

Sep 29, 2020
Juno Baker
Top five insurance myths – debunked!

How retail banking should prepare for the post-Covid 19 new normal

Sep 28, 2020
Rob Thompson
The economy has been hit hard by the Covid-19 pandemic and the lockdown has accelerated the move to digital. Find out how retail banks are having to swiftly change the way they operate, manage credit and deal with customers in financial distress.
How retail banking should prepare for the post-Covid 19 new normal
black headset on yellow

How retail banking should prepare for the post-Covid 19 new normal

Sep 28, 2020
Rob Thompson
How retail banking should prepare for the post-Covid 19 new normal

What to do with your Child Trust Fund (CTF)

Sep 25, 2020
Mutahara Gofur
From this month if you’re turning 18, you’ll get access to your Child Trust Fund (CTF). So how should you manage this money? Read our tips and stay on top of your finances.
What to do with your Child Trust Fund (CTF)
Money floating down from the night sky

What to do with your Child Trust Fund (CTF)

Sep 25, 2020
Mutahara Gofur
What to do with your Child Trust Fund (CTF)

Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Sep 23, 2020
Malini Rajendran
If you're a paraplanner, read our five tips on discovering your customers' ESG preferences for suitability reports. They'll help you with your fact-find and help you build a more sustainable relationship with clients.
Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds
Clear light bulb with small green shoot inside

Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Sep 23, 2020
Malini Rajendran
Paraplanning: how to include customers’ ESG preferences in suitability reports and fact-finds

Why qualify to advise on protection and insurance

Sep 21, 2020
Ouida Taaffe
As consumers increasingly demand financial cover, a recognised qualification will help you prove your value as an adviser.
Why qualify to advise on protection and insurance
A badger peeping out between trees

Why qualify to advise on protection and insurance

Sep 21, 2020
Ouida Taaffe
Why qualify to advise on protection and insurance