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26

Insights

Thought leadership: Can banks stop crime and keep data private?

Oct 26, 2020
Ouida Taaffe
How can banks collaborate to stop crime without compromising security? Ellison Anne Williams, the Founder and CEO of Enveil, talks about using homomorphic encryption to help banks beat money-laundering.
Thought leadership: Can banks stop crime and keep data private?

Thought leadership: Can banks stop crime and keep data private?

Oct 26, 2020
Ouida Taaffe
Thought leadership: Can banks stop crime and keep data private?

Paraplanning: what the Staveley case means for inheritance tax and pensions

Oct 23, 2020
Gerry Brown
In August 2020, the Supreme Court gave judgment on the Staveley case – its first case involving the inheritance tax (IHT) treatment of pension transfers. Gerry Brown is a consultant with QB Partners and a contributor to our Diploma in Paraplanning. He looks at the Staveley case and sets out what paraplanners need to learn from it.
Paraplanning: what the Staveley case means for inheritance tax and pensions
Judge

Paraplanning: what the Staveley case means for inheritance tax and pensions

Oct 23, 2020
Gerry Brown
Paraplanning: what the Staveley case means for inheritance tax and pensions

Jobs in finance: what does a mortgage adviser do?

Oct 22, 2020
Juno Baker
No matter what your career background, if you enjoy helping people, communicating and networking – and you have an interest in the property market – a career in mortgage advice could be for you. This page covers all you need to know about becoming and working as a mortgage adviser or broker, including skills and qualifications as well as opportunities to progress.
Jobs in finance: what does a mortgage adviser do?
Row of Monopoly houses

Jobs in finance: what does a mortgage adviser do?

Oct 22, 2020
Juno Baker
Jobs in finance: what does a mortgage adviser do?

Why retail banking needs a digital uplift

Oct 21, 2020
Ouida Taaffe
Excellent online service from bigtechs means consumers now expect retail banking to provide a free personalised and convenient digital service. But unlike fintechs, banks must offer digital services to everyone not just some customers. That means offering online convenience as well as account security. Ouida Taaffe looks at the digital challenges facing banks.
Why retail banking needs a digital uplift
close up of computer motherboard

Why retail banking needs a digital uplift

Oct 21, 2020
Ouida Taaffe
Why retail banking needs a digital uplift

The future for banking and employment

Oct 20, 2020
Ouida Taaffe, Rob Thompson and Heather Tilston
Find out about the key challenges in banking and finance, and what the priorities are for banks, and why developing skills in the workforce is so important for the future of financial services.
The future for banking and employment
Stack of coins balancing on building block tower

The future for banking and employment

Oct 20, 2020
Ouida Taaffe, Rob Thompson and Heather Tilston
The future for banking and employment

Why and how to promote diversity in the financial workplace

Oct 19, 2020
Mutahara Gofur
Research on diversity and inclusion shows it’s good for banking and finance. So what’s blocking more women and people from ethnic minorities from progressing in financial services? And what can finance firms do to recruit and support under-represented groups?
Why and how to promote diversity in the financial workplace
Man reading business news

Why and how to promote diversity in the financial workplace

Oct 19, 2020
Mutahara Gofur
Why and how to promote diversity in the financial workplace

How apprenticeships can help retail banks adapt to the ‘new normal’

Oct 16, 2020
Karen Taylor
Digital, fintech and evolving customer expectations were disrupting banking and finance long before the Covid-19. But since the pandemic that pace of change has accelerated. So how do financial services apprenticeships keep up?
How apprenticeships can help retail banks adapt to the ‘new normal’
Car lights on a winding road

How apprenticeships can help retail banks adapt to the ‘new normal’

Oct 16, 2020
Karen Taylor
How apprenticeships can help retail banks adapt to the ‘new normal’

Five tips on how to choose a university during the Covid-19 pandemic

Oct 15, 2020
Mutahara Gofur
You can apply to up to five universities through UCAS. But there are over 100 in the UK with an extensive list of undergraduate degree courses. How can you narrow that down? How might Covid-19 affect the application process and your student life? These five tips could help.
Five tips on how to choose a university during the Covid-19 pandemic
binoculars

Five tips on how to choose a university during the Covid-19 pandemic

Oct 15, 2020
Mutahara Gofur
Five tips on how to choose a university during the Covid-19 pandemic

How to find independent and structured CPD on pension transfers

Oct 13, 2020
Sue Wiggins
If you’re a financial adviser specialising in pension transfers, you’ll know that your continuing professional development (CPD) requirements recently changed. You must now do 15 hours of CPD solely focused on pension transfers. But what exactly are the FCA’s requirements? And where can you find the right CPD to meet them?
How to find independent and structured CPD on pension transfers
Young Financial Journalist

How to find independent and structured CPD on pension transfers

Oct 13, 2020
Sue Wiggins
How to find independent and structured CPD on pension transfers