Why I became a financial adviser…
Rebecca Burton was a pilot before joining Tim Smith Associates
Best Practice
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Why is personal tax so complicated?
Lay people unlikely to know – let alone understand – the hundreds of reliefs, exemptions and allowances
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Hargreaves Landsdown sets up service to help women tackle finances
It wants to break down ‘barriers’ female savers face when it comes to advice
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Diversity campaign partners with CFA and 60 investment firms
As they roll out student programme aimed at widening industry’s talent pool
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FCA sets out stronger protection rules for retail investors
Firms will have to follow the guidance or ‘face regulatory action’
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CII joins UK government scheme to kickstart careers in finance
36 advice and insurance firms will offer job placements to 58 youngsters in the coming weeks
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How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
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Advice clients clamour for ESG investments
But there are still three big barriers that put some people off
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From professional footballer to financial adviser
Ex-Man Utd star joined the industry after he was given bad investment advice
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18 million pension savers would go green if given the chance
But they feel in the dark about where their retirement pots are actually invested
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How can advisers help clients pin down their ESG priorities?
Dynamic Planner says its new tool will aid what can be complicated and broad-ranging discussions
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Is pension nudge plan doomed from the start?
FCA wants providers to do more than just signpost Pension Wise guidance