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26

Insights

Supporting vulnerable customers

Jun 04, 2021
Richard Cooper
Vulnerable customers are a key area of concern for the Financial Conduct Authority (FCA). So, as a financial adviser you need to ensure you and your advice firm have the skills to identify vulnerability and deal with vulnerable clients. Richard Cooper examines the FCA’s guidance and outlines how to identify the skills you need to develop in yourself and in your firm.
Supporting vulnerable customers

Supporting vulnerable customers

Jun 04, 2021
Richard Cooper
Supporting vulnerable customers

CPD and recertification for trade finance professionals

Jun 01, 2021
Juno Baker
Trade finance professionals must carry out continued professional development (CPD) to meet recertification requirements. But what counts as a CPD activity and how can you log your hours? And how can you capitalise on your CPD to become an ‘Advocate’, or work towards the Diploma for Qualified Trade Finance Specialists or chartered status?
CPD and recertification for trade finance professionals

CPD and recertification for trade finance professionals

Jun 01, 2021
Juno Baker
CPD and recertification for trade finance professionals

Career story: studying for a degree while working

May 27, 2021
Mutahara Gofur
Daniel Heger is an Internal Auditor at Barclays. He’s worked in construction, in warehouses and as a lorry driver and became a full-time mature student while working and starting a family. He tells us about fitting his studies around his life and what he loves about working in banking and finance.
Career story: studying for a degree while working

Career story: studying for a degree while working

May 27, 2021
Mutahara Gofur
Career story: studying for a degree while working

How Covid-19 has changed retirement planning

May 24, 2021
Richard Cooper
Later-life financial planning is complex, but the pandemic has forced many people to reassess their finances, raid their pension pots and bring forward or change their retirement plans. Richard Cooper looks at the additional impact of life in lockdown and how financial advisers and planners can update skills to offer clients the best advice.
How Covid-19 has changed retirement planning

How Covid-19 has changed retirement planning

May 24, 2021
Richard Cooper
How Covid-19 has changed retirement planning

Why bankers should study ethics and professional conduct

May 20, 2021
Rob Thompson
To advance your banking and finance career, you need a strong understanding of professional conduct and ethics. Adopting standards and good banking practice is an essential part of mitigating operational risk – especially in the fallout from the Covid-19 pandemic. Rob Thompson looks at some of the key areas that bankers need to consider.
Why bankers should study ethics and professional conduct

Why bankers should study ethics and professional conduct

May 20, 2021
Rob Thompson
Why bankers should study ethics and professional conduct

When failure is not an option, what sets some fintechs apart from crowd?

May 17, 2021
Helene Panzarino
Covid has accelerated the move to digital across all sectors, but particularly in banking and finance. The pandemic challenged all financial services – payments, lending, identity, etc – creating a make-or-break moment for fintech. So what made the fintechs who thrived different to those that failed? Helene Panzarino looks at five characteristics that make a difference.
When failure is not an option, what sets some fintechs apart from crowd?

When failure is not an option, what sets some fintechs apart from crowd?

May 17, 2021
Helene Panzarino
When failure is not an option, what sets some fintechs apart from crowd?

How to develop career resilience during a pandemic

May 14, 2021
Nadim Choudhury
The pandemic has exposed the fragility of our current working practices – it’s becoming increasingly difficult to distinguish between work, home, and social life. Now more than ever, we need to develop career resilience.
How to develop career resilience during a pandemic

How to develop career resilience during a pandemic

May 14, 2021
Nadim Choudhury
How to develop career resilience during a pandemic

How to stop financial stress from impacting your mental health

May 10, 2021
Mutahara Gofur
Covid-19 has had a drastic impact on mental wellbeing as well as financial health. For #mentalhealthawarenessweek, we look at the links between money and mental health and how learning to manage money can help reduce financial stress.
How to stop financial stress from impacting your mental health

How to stop financial stress from impacting your mental health

May 10, 2021
Mutahara Gofur
How to stop financial stress from impacting your mental health

Sustainability, trade finance and compliance

May 06, 2021
Ouida Taaffe
Sustainable trade could help the world move towards carbon net-zero. But what is the relationship between trade, sustainability and regulation?
Sustainability, trade finance and compliance

Sustainability, trade finance and compliance

May 06, 2021
Ouida Taaffe
Sustainability, trade finance and compliance