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Insights

Jobs in finance: how to become an equity release adviser?

Jul 26, 2022
Gordon Reid
If you’re already CeMAP qualified and looking to advance your mortgage advice career, you might consider adding equity release to your skillset. Gordon Reid looks at what’s happening in the market and how you can qualify to advise in equity release.
Jobs in finance: how to become an equity release adviser?

Jobs in finance: how to become an equity release adviser?

Jul 26, 2022
Gordon Reid
Jobs in finance: how to become an equity release adviser?

Financial influencers: the Jekyll and Hyde of social media

Jul 25, 2022
Elizabeth Murphy
Elizabeth Murphy was highly commended, in the 16-17 age group in this year’s Young Financial Journalist competition. Her article explores the impact of social media influencers on financial education.
Financial influencers: the Jekyll and Hyde of social media

Financial influencers: the Jekyll and Hyde of social media

Jul 25, 2022
Elizabeth Murphy
Financial influencers: the Jekyll and Hyde of social media

Is integrating technology into finance detrimental?

Jul 22, 2022
Oliver Karlsson
Oliver Karlsson was highly commended, in the 14-15 age group in this year’s Young Financial Journalist competition. His article explores the benefits and downsides of digitalising money.
Is integrating technology into finance detrimental?

Is integrating technology into finance detrimental?

Jul 22, 2022
Oliver Karlsson
Is integrating technology into finance detrimental?

How technology is changing the way we manage money

Jul 20, 2022
Zaki Mustafa
In the winning essay of the 14-15 age group in our Young Financial Journalist competition, Zaki Mustafa looks at the impact of technology on money and the risks that come with it.
How technology is changing the way we manage money

How technology is changing the way we manage money

Jul 20, 2022
Zaki Mustafa
How technology is changing the way we manage money

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