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26

Insights

Career story: studying retirement planning as a financial adviser

Jul 18, 2022
Juno Baker
Judson Henry is a Financial Planning Manager at Nationwide Building Society. He’d already done his Level 6 qualifications with LIBF and was chartered. But when the opportunity to study Financial Planning in Retirement (FPIR) presented itself, he embarked on the course. He tells us about working as a financial adviser, changes in retirement planning and the advantages of being chartered.
Career story: studying retirement planning as a financial adviser

Career story: studying retirement planning as a financial adviser

Jul 18, 2022
Juno Baker
Career story: studying retirement planning as a financial adviser

World Youth Skills Day: young people and financial wellbeing

Jul 15, 2022
Carly Stone
For World Youth Skills Day, Carly Stone explores why financial educations skills are important for young people and how to improve the financial wellbeing of the next generation.
World Youth Skills Day: young people and financial wellbeing

World Youth Skills Day: young people and financial wellbeing

Jul 15, 2022
Carly Stone
World Youth Skills Day: young people and financial wellbeing

Seven tips on how to approach CPD

Jul 11, 2022
Sue Wiggins
If you’re a practising financial adviser – or involved with insurance distribution or delivering pension transfer advice – you must do CPD. As a paraplanner or mortgage adviser, you should also keep up with what’s happening in the industry. Sue Wiggins, our CPD Manager, shares her tips for where to find and how to approach CPD.
Seven tips on how to approach CPD

Seven tips on how to approach CPD

Jul 11, 2022
Sue Wiggins
Seven tips on how to approach CPD

Innovation in banking and financial services

Jul 07, 2022
Paul Stallard
Many banking and financial services (FS) product managers are hugely frustrated at not being able to get new products to market quickly enough. The main reason for this is often not having software developers available to do the coding new products require. However, says Paul Stallard, the key is to invest in training to upskill product management teams.
Innovation in banking and financial services

Innovation in banking and financial services

Jul 07, 2022
Paul Stallard
Innovation in banking and financial services

Career story: studying trade finance to succeed in challenging times

Jul 04, 2022
Ouida Taaffe
Trade credit and trade finance underpin global trade. Christoph Buchmann, Head of International Trade Credit Business at SÜDVERS explains why he took the CITF and CTFC qualifications and why they have been particularly useful in a time of global crises.
Career story: studying trade finance to succeed in challenging times

Career story: studying trade finance to succeed in challenging times

Jul 04, 2022
Ouida Taaffe
Career story: studying trade finance to succeed in challenging times

Income tax: low income trusts and estates consultation

Jun 30, 2022
Gerry Brown
HM Revenue & Customs (HMRC) has recently issued a consultation paper on income tax and low-income trusts. The proposals would formalise and extend an existing arrangement that affects many trustees. Gerry Brown unpicks and explains what’s in the proposals and highlights what you need to know as a paraplanner.
Income tax: low income trusts and estates consultation

Income tax: low income trusts and estates consultation

Jun 30, 2022
Gerry Brown
Income tax: low income trusts and estates consultation

Pride Month: being LGBTQ+ in banking and finance

Jun 27, 2022
Mutahara Gofur
To celebrate Pride Month, three successful banking and finance professionals – from the Lesbian, Gay, Bisexual, Transgender and Questioning (LGBTQ+) community – share their experience and advice.
Pride Month: being LGBTQ+ in banking and finance

Pride Month: being LGBTQ+ in banking and finance

Jun 27, 2022
Mutahara Gofur
Pride Month: being LGBTQ+ in banking and finance

Helping people to become chartered in banking

Jun 24, 2022
Juno Baker
Reflecting on your career – and the learning you've gained from experience – is the new way to become chartered in banking. But how does it work? And how does it help you become more employable? Trevor Russell answers our questions about tutoring on our Professional Experiential Route (PER).
Helping people to become chartered in banking

Helping people to become chartered in banking

Jun 24, 2022
Juno Baker
Helping people to become chartered in banking

How cryptoassets are taxed in the UK

Jun 20, 2022
Richard Cooper
Cryptoassets, including cryptocurrencies, can provide investors with taxable income – even if it’s in bitcoin or another cryptocurrency. Richard Cooper unpicks what investors, financial advisers and paraplanners need to know about applying tax law to cryptoassets.
How cryptoassets are taxed in the UK

How cryptoassets are taxed in the UK

Jun 20, 2022
Richard Cooper
How cryptoassets are taxed in the UK