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26

Insights

How to succeed in the FPIR assessment

Jun 06, 2022
Sue Wiggins
If you’re a financial adviser looking to help clients prepare for the long term, our Level 6 in Financial Planning in Retirement (FPIR) will help. It will also set you on the road to chartered status, but the assessment is different to most qualifications. Sue Wiggins outlines how you will be assessed for FPIR, and shares her advice on the best approach to success.
How to succeed in the FPIR assessment

How to succeed in the FPIR assessment

Jun 06, 2022
Sue Wiggins
How to succeed in the FPIR assessment

Jobs in finance: why should I pursue a career in sustainable finance?

Jun 01, 2022
Nadim Choudhury
Ahead of World Environment Day, Nadim Choudhury – our Head of Careers and Employability – explores three exciting career paths for those wanting to make a change in the world through sustainable finance.
Jobs in finance: why should I pursue a career in sustainable finance?

Jobs in finance: why should I pursue a career in sustainable finance?

Jun 01, 2022
Nadim Choudhury
Jobs in finance: why should I pursue a career in sustainable finance?

Tax advice and financial planning

May 30, 2022
Gerry Brown
HMRC’s approach to tax avoidance schemes has evolved relatively slowly over the past 20 years. Gerry Brown considers the many provisions, rules and consultations, that HMRC has undertaken and whether financial advisers and paraplanners may come HMRC scrutiny.
Tax advice and financial planning

Tax advice and financial planning

May 30, 2022
Gerry Brown
Tax advice and financial planning

Career story: studying PER to become chartered in banking

May 26, 2022
Juno Baker
After a career spanning over three decades, Sarah Drake recently became chartered in banking through our Professional Experiential Route (PER). She tells us how reflecting on her career has helped her develop new ways of working and opened up new opportunities.
Career story: studying PER to become chartered in banking

Career story: studying PER to become chartered in banking

May 26, 2022
Juno Baker
Career story: studying PER to become chartered in banking

What are the challenges of digital trade finance?

May 23, 2022
Ouida Taaffe
The announcement of the Electronic Trade Documents Bill signals a transformation to digital trade. Ouida Taaffe looks at the likely challenges for trade finance professionals and how developing countries might benefit from digital trade.
What are the challenges of digital trade finance?

What are the challenges of digital trade finance?

May 23, 2022
Ouida Taaffe
What are the challenges of digital trade finance?

How banks might help customers with credit problems

May 19, 2022
Paul Stallard
As the cost of living crisis sends numerous households into debt, Paul Stallard from our Centre of Digital Banking and Finance considers how banks, fintechs and other lenders should support borrowers – to avoid the catastrophic outcomes of 30 years ago.
How banks might help customers with credit problems

How banks might help customers with credit problems

May 19, 2022
Paul Stallard
How banks might help customers with credit problems

Top tips on how to manage your CPD

May 16, 2022
Juno Baker
Despite your best intentions, it can be difficult to keep up with continuous professional development (CPD) and find something worth doing. Our expert professionals share their top tips on how to approach CPD.
Top tips on how to manage your CPD

Top tips on how to manage your CPD

May 16, 2022
Juno Baker
Top tips on how to manage your CPD

Eight tips on how to manage stress in the workplace

May 12, 2022
Nadim Choudhury
Are you anxious about returning the office? Perhaps you feel overwhelmed with the change in pace and work volume, stressed by the commute or anxious about workplace politics. Nadim Choudhury, our Head of Careers and Employability, shares his tips on how to manage work-related anxiety.
Eight tips on how to manage stress in the workplace

Eight tips on how to manage stress in the workplace

May 12, 2022
Nadim Choudhury
Eight tips on how to manage stress in the workplace

How financial stress affects mental health

May 09, 2022
Catherine Winter
The link between financial wellbeing and mental health is well documented, but are we consigning future generations to a vicious cycle of money troubles and anxiety? And what are the potential knock-on effects of that mental stress? To mark Mental Health Awareness Week, Catherine Winter – our Managing Director of Financial Education and Community Outreach – looks at the relationship between money and mental wellbeing and how financial education can help.
How financial stress affects mental health

How financial stress affects mental health

May 09, 2022
Catherine Winter
How financial stress affects mental health