Insights

As Pride month draws to a close, Julien Haye, Global Head of Non-Financial Risk at Fidelity International and one of our visiting scholars, discusses his career and how to support Lesbian, Gay, Bisexual, Transgender, Questioning (LGBTQ) people in banking and finance.

Lijo George moved to the UK in 2019 and joined Owl Financial as a protection adviser. He’s been working as a financial consultant in Dubai, advising his clients on offshore savings, investments and whole of life unit linked insurance plans. He tells us about completing our qualifications, studying during the Covid-19 pandemic, and what’s important in regulated advice and financial services.

Research has found that diverse businesses generate 43.4% more revenue and have more innovative products and services. However, Lesbian, Gay, Bisexual, Transgender and Questioning (LGBTQ) people are often left out of this conversation. For Pride month, we look at how the banking and finance sector can help their LGBTQ progress in their careers.

Our Summer University is a three-day programme where you can experience university life through fun and engaging activities that replicate studying with us. Lauren Bradford is an LIBF student and attended our Summer University in 2019. She reflects on her experience and explains how Summer University helped her make her final decision.

Risk and compliance have always been important in financial services, but the types of roles in this area have increased since the 2008 financial crash. Now, because of Covid, banks and financial institutions are heavily investing in risk management and compliance roles, creating new opportunities. Nadim Choudhury outlines the different roles.

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.

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?

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.

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.