Insights

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.

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.

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.

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.

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.

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.

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.

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.

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.